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Kpc Terrapin Group LLC
SEC-regulated
Registered investment advisor
KPC Terrapin Group LLC, operating as KPC Group, is a Delaware limited liability company established in September 2016 and registered with the SEC as an investment adviser. The firm specializes in providing discretionary and non-discretionary services to high net worth individuals, trusts, foundations, endowments, family entities, and institutional investors. For non-discretionary services, clients retain decision-making authority over investments in private pooled vehicles, while discretionary services involve a growth strategy combining fundamental and technical factors. The firm charges non-discretionary clients annual management fees up to 1.25% and discretionary clients up to 2.00% of the account value. KPC Group does not charge performance-based fees currently but may do so in the future. The firm emphasizes transparency, fair allocation of investment opportunities, and compliance with relevant securities laws. Clients must meet a minimum portfolio size of $250,000 for non-discretionary services and $100,000 for discretionary services. KPC Group does not vote client proxies and does not provide custodial services. The firm's principal, Dean M. Rubino, with over 25 years of industry experience, oversees investment management activities and adheres to a Code of Ethics. The firm's investment philosophy focuses on risk management and aims to act in the best interests of clients.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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