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 09/30/20. The fund's latest filing disclosed 409MM in positions, representing 206% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 409MM in positions, representing 206% of the manager's regulatory AUM.
KARP CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KARP CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AGG | 5.18% | ETF | -0.07% | -0.23% | 0 | 7% | ||
| IUSB | 4.21% | ETF | 0.7% | -0.15% | 0 | 1% | ||
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FEATURED IN
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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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
SAUSALITO, California
UNITED STATES, 94965
KARP CAPITAL Contact Information
Phone Number: (415) 345-8185
Fax Number: (415) 869-2832
Website: null
Fax Number: (415) 869-2832
Website: null
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