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Karp Capital Management Corporation

Overview

Holdings

Assets

Assets

Last updated on March 23, 2017
    • $248.2M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 185
      number of clients
    • $1.3M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
  • Other
    • -Publication of Periodicals or Newsletters

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Peter C. Karp
May 2004
David Middleton Eshelman
July 2005

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Peter Christopher Karp President May, 2004 75% or more
    Merri Sue Weiner Chief Compliance Officer December, 2005 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees