TEPPER CAPITAL MANAGEMENT
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 129534
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.93%
- Individuals2.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tepper Capital Management operates as a sole proprietorship focused on discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and positions itself as a compact adviser serving a concentrated client base rather than as a capital allocator or pension consultant. Investment activity is centered on publicly available pooled products—primarily mutual funds and other public funds—and on allocating to third-party real estate managers for alternative exposure. Tepper Capital Management is not an active ESG investor and does not describe itself as a multi-state adviser; its model emphasizes outsourced manager relationships and model-driven allocations rather than in-house private capital deployment.
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 Funds69%
- Cash & Cash Equivalents22%
- Exchange Traded Equities7%
- US Government Bonds2%
Contacts
1 of 1DAVID TEPPER
President & Portfolio ManagerCRD 1033965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 22 Battery St
- Time zone
- PT (UTC-8)
- Office locations
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