Donald Abramson
Donald Abramson is a registered investment advisor at Dipsea Capital, LLC, based in Mill Valley, CA, with 19 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dipsea Capital offers investment management services. Qualified clients pay an annual fee of 1% of the value of their portfolio, plus a 20% performance fee based on how much the portfolio's value increases. If the portfolio value drops, the client doesn't pay a new performance fee until the portfolio reaches its previous highest value.
Location
591 Redwood Highway, Suite 3280, Mill Valley, CA, 94941
Get directionsHistory
Regulatory History (2)
Regulatory
February 1992Regulatory
January 1982Other Business Activities
Donald is involved with Cascade Capital Management, filling and purchasing class action settlement claims since 2013. He also locates potential investors for Cascade Fund, receiving a finder's fee, spending a few hours per week on these activities.
Employment History
Current Registrations
Dipsea Capital, LLC
Previous Registrations
Quasar Trading, LLCBroker
Quasar Trading, LLCBroker
Coastal Trade Securities, LLCBroker
Vtrader Pro, LLCBroker
Ak Capital, LLCBroker
Redwood Trading, LLCBroker
Orion Trading, LLCBroker
Protrader Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.