TAPPARO CAPITAL MANAGEMENT
Firm details
- Headquarters
- TOPSFIELD, Massachusetts
- CRD number
- 128813
- Website
- tapparocapital.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.58%
- Individuals28.44%
- Charitable Organizations0.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tapparo Capital Management is a sole-proprietorship RIA that serves individual and family clients, with a stated advisory focus on portfolio management for individuals and small businesses. The firm is owner-operated and bills clients via a mix of AUM-based fees and fixed fees. It does not identify as an ESG investor, does not position itself as a multi-state adviser or pension consultant, and is not described as a capital allocator — its activity centers on discretionary portfolio management for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds89%
- Exchange Traded Equities8%
- Cash & Cash Equivalents3%
Contacts
1 of 1ANDREW TAPPARO
FounderCRD 3034776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOPSFIELD, MA
ESSEX
Location
TOPSFIELD, MA
Headquartered in TOPSFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 10 S Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
HARBOR ISLAND CAPITAL LLC
RIATOPSFIELD, MA
ESSEX PRIVATE WEALTH MANAGEMENT LLC
RIATOPSFIELD, MA
CONNOLLY FINANCIAL ADVISORS, INC.
RIANORTH ANDOVER, MA
CLARY FINANCIAL, INC
RIASOUTH EASTON, MA
COMMUNITY FINANCIAL GROUP, INC.
RIAMARLBOROUGH, MA
OPTIMAL WEALTH
RIASUDBURY, MA