Alupka Asset Management, L.L.C. (San Francisco)

Name: Alupka Asset Management, L.L.C.
Address: 201 California Street, Suite 640, San Francisco, CA, 94111
Telephone: (415) 729-0012

Alupka Asset Management, L.L.C. is a large advisory firm based in San Francisco. It manages $38.22 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, New York, and Pennsylvania.

Alupka Asset Management, L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alupka Asset Management, L.L.C: assets under management

The assets under management (AUM) of Alupka Asset Management, L.L.C. is $38.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $796.3 thousand each.

Alupka Asset Management, L.L.C has custody of $22.28 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alupka Asset Management, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Alupka Asset Management, L.L.C. performs its advisory services is located at 201 California Street, Suite 640, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Encinitas, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 729-0012 or by fax (415) 956-9138. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.alupkapartners.com.

Alupka Asset Management, L.L.C. (San Francisco)

Alupka Asset Management, L.L.C: assets under management

Fees & Commissions

Based in San Francisco

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