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Karp Capital Management

Company Profile

Company profile

Website

www.karpcapital.com

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

201159707

SEC advisor number

801-63195

FINRA CRD number

131834

AUM ?

$993.78 mm (as of 22 Oct 22)

Accounts

1,394 (as of 22 Oct 22)

Employees

20 (9 investment advisory or research)

Address

Karp Capital Management
30 LIBERTY SHIP WAY #3150
SAUSALITO
CA 94965

Office hours

Monday - Friday, 8:30 A.M. - 5:00 P.M.

Phone

(415) 345-8185

Ownership

Owner	Title	From	%Ownership
Karp, Peter, Christopher	President	05/2004	< 5%
Weiner, Merri, Sue	Chief Compliance Officer	12/2005	< 5%
2006 Karp Family Trust U/a/d 06/27/2006	Shareholder	03/2017	> 75%
Karp, Leah, Faresh	Trustee	06/2006	50-75%
Karp, Peter, Christopher	Trustee	06/2006	50-75%
Karp, Peter, Christopher	Trustee	06/2006	50-75%
Karp, Leah, Faresh	Trustee	06/2006	50-75%
Trahan, Jennifer	Chief Operations Officer	09/2021	< 5%

Latest filings (excl ownership)

No filings

Latest ownership filings

View all

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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