KPC TERRAPIN GROUP LLC

1185 Avenue Of The Americas
3rd Floor
New York, New York 10036
Tel: (212) 710-4111

About KPC TERRAPIN GROUP LLC

KPC TERRAPIN GROUP LLC, formally registered with the SEC as KPC TERRAPIN GROUP LLC. The firm was established in 05/02/2017. They have over 1 offices throughout the country.

KPC TERRAPIN GROUP LLC is a New York, New York based Financial Planning firm with nearly $40,949,000 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285526
SEC#	801-108868
Assets Managed by Firm	$40,949,000
No. of Clients	16
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$40,949,000
Individuals (other than high net worth individuals)	5	$1,127,000
High net worth individuals	11	$39,822,000

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