Draper Asset Management, LLC

Draper Asset Management, LLC is a registered investment adviser established in October 2008, offering investment management services and consulting functions. Operating as Union Partners Advisors, LLC, the firm specializes in advising individuals in the public sector with retirement accounts like 403(b) and 457 plans. With $195,555,296 in assets under management as of January 2025, all managed on a discretionary basis, the firm tailors its services to individual client needs. Draper Asset Management provides consulting services covering tax and estate planning, alongside investment management services that include individual securities, mutual funds, and ETFs. Clients may engage the firm for asset allocation recommendations and fund menu selection, with fees ranging from 15 to 125 basis points annually. The firm may charge performance-based fees for qualified clients, with a base fee of 1% and a performance fee of 10%. Draper Asset Management exercises investment discretion over client accounts, with a focus on capital preservation, current income generation, and capital appreciation. Clients receive regular account reviews and reports, and the firm does not vote client securities. Draper Asset Management does not have any required disclosures related to disciplinary events or financial impairments. For more information, visit www.adviserinfo.sec.gov.