AdvisorOS Directory
Claim Profile
Unclaimed Profile
DR

David Carlson Rupert

GRIFFIN CAPITAL BDC ADVISOR, LLC·EL SEGUNDO, California
Clean recordGRIFFIN CAPITAL BDC ADVISOR, LLC
GRIFFIN CAPITAL PLAZA, EL SEGUNDO, CA 90245CRD# 1574120Firm CRD# 171926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Carlson Rupert · EL SEGUNDO, CA
Registration
CRD #1574120 · GRIFFIN CAPITAL BDC ADVISOR, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Carlson Rupert is a registered financial advisor based in EL SEGUNDO, California, affiliated with GRIFFIN CAPITAL BDC ADVISOR, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
GRIFFIN CAPITAL BDC ADVISOR, LLC
GRIFFIN CAPITAL BDC ADVISOR, LLC
AUM
$45M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at GRIFFIN CAPITAL BDC ADVISOR, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1574120
Firm CRD# 171926
View on FINRA BrokerCheck →

Looking for a financial advisor in EL SEGUNDO?

Browse all registered financial advisors in EL SEGUNDO, California or claim this profile if it's yours.

Browse EL SEGUNDO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Carlson Rupert offer?
David Carlson Rupert specializes in Investment Management. Contact their office in EL SEGUNDO, California for a consultation.
What are David Carlson Rupert's credentials?
David Carlson Rupert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Carlson Rupert located?
David Carlson Rupert is based in EL SEGUNDO, California, working with GRIFFIN CAPITAL BDC ADVISOR, LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does David Carlson Rupert charge for services?
David Carlson Rupert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRIFFIN CAPITAL BDC ADVISOR, LLC?
GRIFFIN CAPITAL BDC ADVISOR, LLC has approximately 7 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GRIFFIN CAPITAL BDC ADVISOR, LLC

Charles Huang
EL SEGUNDO, CA
Peter Lansing Townsend
EL SEGUNDO, CA

More Advisors in EL SEGUNDO, California

Alexander Mcgregor Anderson
ENVISION CAPITAL MANAGEMENT INC·EL SEGUNDO, CA
Derek Slater Brown
ARX MANAGEMENT, LLC·EL SEGUNDO, CA
James Andrew Killian
VELETA CAPITAL, LLC·EL SEGUNDO, CA
John Michael Krambeer
VALIDUS CAPITAL LLC·EL SEGUNDO, CA
Douglas John Morse
GRANITE INVESTMENT PARTNERS, LLC·EL SEGUNDO, CA
Richard Anthony Passafiume
GRANITE INVESTMENT PARTNERS, LLC·EL SEGUNDO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile