Karl Kapital
Karl Kapital is an SEC-registered asset manager in San Francisco, CA with $268.4M assets under management (AUM, regulatory AUM), +50% over one year. See who owns Karl Kapital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333558, SEC 801-131486, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $268.4M (2026-03-31)
- Firm type
- Asset Manager
- Location
- San Francisco, CA
- Employees
- 6
- Clients
- 7
- CRD
- 333558
- Ownership
- GEOFFREY A CLARKE AND RACHAEL B CLARKE, TRUSTEES OR SUCCESSOR TRUSSTEEE OF THE, CLARKE 2008 FAMILY TRUST, DATED APRIL 14, 2008; Clarke, Geoffrey, A; HUGHES, JUSTIN, JAMES; JUSTIN JAMES HUGHES AND MICHELLE, WINDISCH HUGHES, TRUSTEES OF THE HUGHES, FAMILY TRUST AGREEMENT, DATED AUGUST 30, 2010; CLARKE, RACHAEL, (NMN)
How much AUM does Karl Kapital have?
Karl Kapital reported $268.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Karl Kapital?
Disclosed owners and executives of Karl Kapital include GEOFFREY A CLARKE AND RACHAEL B CLARKE, TRUSTEES OR SUCCESSOR TRUSSTEEE OF THE, CLARKE 2008 FAMILY TRUST, DATED APRIL 14, 2008, Clarke, Geoffrey, A, HUGHES, JUSTIN, JAMES, JUSTIN JAMES HUGHES AND MICHELLE, WINDISCH HUGHES, TRUSTEES OF THE HUGHES, FAMILY TRUST AGREEMENT, DATED AUGUST 30, 2010, CLARKE, RACHAEL, (NMN). Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.