A complete list of active advisors currently associated with Tepper Capital Management

Warmer can help you find a great advisor at Tepper Capital Management or one who fits your needs even better.

The firm provides discretionary investment management to a small client base that includes individuals (both non-high-net-worth and high-net-worth), trusts and retirement plans, and a limited number of corporate or business clients. It operates as a sole proprietorship with a single portfolio manager and manages approximately $56 million for roughly two dozen accounts, and it does not offer financial planning or tax-preparation services. Portfolios are constructed on an individual basis and monitored regularly, with asset allocation and security selection tailored to each client’s financial condition, objectives and risk tolerance. The firm emphasizes closed-end funds as primary investment vehicles and applies a mix of charting, fundamental, technical and cyclical analysis while generally holding securities for at least a year and managing accounts on a discretionary basis with recommended custody at an institutional broker-dealer. Compared with many peers, the firm’s profile is notable for being a solo practitioner that serves corporate clients alongside both non-HNW and HNW individuals, and for offering both percentage-of-AUM billing and, in certain client-specific situations, fixed-fee or retainer arrangements. The firm does not act as a private fund adviser, focuses heavily on closed-end fund discounts to net asset value, and reports no disciplinary history since its registration.

To learn more about the advisors currently working at Tepper Capital Management, 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.