MARIPOSA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- PASADENA, California
- CRD number
- 150870
- Website
- www.mariposacap.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Contacts
1 of 1EDWIN CHOI
Managing MemberCRD 4455603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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