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 is a small, sole-proprietorship advisory practice that manages portfolios for individuals and families, and for small businesses. The firm operates under an individual owner model and focuses on discretionary portfolio management. Its billing mixes percentage-of-AUM fees with fixed-fee arrangements rather than transactional or commission-based compensation. The adviser is not positioned as an ESG investor, does not identify as a multi-state or pension consultant, and does not act as a capital allocator. The firm’s core advisory activity is portfolio management for individual and small-business clients, and its business model emphasizes personalized management rather than institutional solutions or broadly marketed product platforms.
Assets & Accounts
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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