Dipsea Capital, LLC

Dipsea Capital, LLC (CRD# 257787) is a financial advisory firm headquartered in Mill Valley, CA. They manage $111,640,002 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $15,948,572
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dipsea Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald M. Abramson
CRD#: 2324362
2 Belvedere Place, Suite 310, Mill Valley, CA 94941

Donald Abramson (CRD# 2324362) is an Investment Advisor Representative working at Dipsea Capital, LLC in Mill Valley, CA and has over 22 years of experience in the finance industry.

2
Christopher J. Antonio
CRD#: 2421706
2 Belvedere Place, Suite 310, Mill Valley, CA 94941

Christopher Antonio (CRD# 2421706) is an Investment Advisor Representative working at Dipsea Capital, LLC in Mill Valley, CA and has over 11 years of experience in the finance industry.

3
Gary C. Klopfenstein
CRD#: 1276826
2 Belvedere Place, Suite 310, Mill Valley, CA 94941

Gary Klopfenstein (CRD# 1276826) is an Investment Advisor Representative working at Dipsea Capital, LLC in Mill Valley, CA and has over 32 years of experience in the finance industry.

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