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David Carlson Rupert

GRIFFIN CAPITAL BDC ADVISOR, LLC·EL SEGUNDO, California
Unclaimed Profile
GRIFFIN CAPITAL PLAZA, EL SEGUNDO, CA 90245CRD# 1574120Firm CRD# 171926
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in EL SEGUNDO
Joseph Everett Miller — GRIFFIN CAPITAL INTERNATIONAL ADVISOR, LLCRandy Iner Anderson — GRIFFIN CAPITAL INTERNATIONAL ADVISOR, LLCHoward Scott Hirsch — GRIFFIN CAPITAL INTERNATIONAL ADVISOR, LLCPeter Orlando Lopez — GRANITE INVESTMENT PARTNERS, LLCKevin Alan Shields — GRIFFIN CAPITAL INTERNATIONAL ADVISOR, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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