A complete list of active advisors currently associated with Mariposa Capital Management, LLC
Warmer can help you find a great advisor at Mariposa Capital Management, LLC or one who fits your needs even better.
Mariposa Capital Management provides discretionary asset management and non-discretionary investment planning to a small number of clients, primarily individuals and some business entities. The firm's brochure discloses it manages roughly $22.2 million across about a dozen client accounts and advises on exchange‑listed securities, ETFs, mutual funds, municipal and government securities, certificates of deposit and money market funds. The firm follows an evidence‑based, goal‑oriented investment philosophy that emphasizes long‑term focus, full diversification, and cost- and tax‑efficiency. It combines strategic asset allocation with tactical adjustments guided by quantitative analysis (valuation and momentum factors) and implements portfolios largely through passive index funds and ETFs, offering both portfolio management and investment planning services. Noteworthy disclosures include regular client communications — the firm provides quarterly aggregated position and performance reports at no charge — and an affiliation between the firm’s principal and a portfolio‑management software company, a relationship the brochure identifies and discloses as a potential conflict. The firm is a solo practitioner managing a very small roster of clients, which concentrates decision‑making and operational responsibilities in a single principal.
To learn more about the advisors currently working at Mariposa Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pasadena, CA
| 16
|
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