MARIPOSA CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$22.2M
Discretionary
$22.2M
100% of AUM
Avg account
$331K
Accounts
67
Employees
1
Advisory reps
1

Firm details

Headquarters
PASADENA, California
CRD number
150870
Custodians
CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI86.49%
  • Individuals13.51%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Mariposa Capital Management, LLC is a small, client-focused RIA that provides discretionary portfolio management primarily to individuals and families. The firm concentrates its investment activity in public funds—chiefly mutual funds—and constructs portfolios that lean on diversified fund exposures rather than heavy direct-stock allocations. Management places a clear emphasis on centralized, discretionary management: the reported assets are fully discretionary, and the firm’s advisory work is described as portfolio management for individual and small-business clients. Mariposa does make targeted allocations to third-party alternatives, specifically private equity and real estate funds, as supplement to its mutual fund core. It is not positioned as an ESG-driven manager, and it does not present itself as a multi-state or pension consultant adviser. The fee structure is a mix of percentage of AUM, fixed fees and other fee arrangements, which is consistent with tailored wealth-management relationships for a small book of high-net-worth households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 3%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • EDWIN CHOI

    Managing MemberCRD 4455603

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PASADENA, CA

LOS ANGELES

Location

PASADENA, CA

Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
251 S Lake Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth