KARP CAPITAL Overview

Karp Capital Management Corp is an investment advisor that manages 198.3 MM dollars in regulatory AUM and has 6 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 154MM in positions, representing 78% of the manager's regulatory AUM.

KARP CAPITAL StockAlpha

-4.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

KARP CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLP 4.09% ETF -2.2% -0.25% 0 8%
PFF 3.63% ETF -4.7% -0.25% 0 8%
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FEATURED IN
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KARP CAPITAL Founders and Key Employees

Name Title In Position Since
Peter C. Karp President May-2004
Merri S. Weiner Chief Compliance Officer December-2005

KARP CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

KARP CAPITAL Investment Strategy

ITEM 8: CLIENT CONTACT WITH PORTFOLIO MANAGERS

You may contact and consult directly with us during regular business hours, which are Monday through Friday, 8:00 a.m. to 5:00 p.m., Pacific time. There are no restrictions on client access to us—clients may contact us as often as is necessary to discuss their account and other financial needs. We contact clients periodically for the purpose of reviewing their investor profile to ensure accuracy. Ongoing, it is your obligation to notify us promptly of any material changes in financial circumstances, investment objectives or restrictions that might affect account management.


ITEM 9: ADDITIONAL INFORMATION

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KARP CAPITAL Portfolio Concentration

KARP CAPITAL Location

221 CALEDONIA STREET
SAUSALITO, California
UNITED STATES, 94965

KARP CAPITAL Contact Information

Phone Number: (415) 345-8185
Fax Number: (415) 869-2832
Website:

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