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Karp Capital Management Corporation

Overview

Assets

Assets

Last updated on May 9, 2019
    • $352.4M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 185
      number of clients
    • $1.9M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
  • 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

3

name start date
David Middleton Eshelman
July 2005
Erik R Midas
October 2017
Robert Elkins Driscoll
February 2016

    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 Trustee June, 2006 50% to 75%
    Leah Fakesh Karp Trustee June, 2006 50% to 75%
    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