TEPPER CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$56.2M
Discretionary
$56.2M
100% of AUM
Avg account
$1.1M
Accounts
51
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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 69%, Cash & Cash Equivalents 22%, Exchange Traded Equities 7%, US Government Bonds 2%69%
  • Public Funds/Mutual Funds69%
  • Cash & Cash Equivalents22%
  • Exchange Traded Equities7%
  • US Government Bonds2%

Contacts

1 of 1
  • DAVID TEPPER

    President & Portfolio ManagerCRD 1033965

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth