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KARL KAPITAL

KARL KAPITAL LLC

CRD 333558 · SEC 801-131486

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260 CALIFORNIA STREET, SUITE 803, SAN FRANCISCO, CA, 94111, United States

Phone

(415) 503-5712

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$268.4M

Discretionary AUM

$268.4M

Team

6 total employees; 5 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles7$268.4M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD