{"url":"https://nivawealth.com/firms/draper-asset-management-148136","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/148136","regulatoryAum":230959228,"crd":"148136","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7099547","suffix":null,"lastName":"CRACCHIOLA","firstName":"JOSEPH","middleName":"Patrick"},{"crd":"2947883","suffix":"JR","lastName":"DRAPER","firstName":"ROBERT","middleName":"FRASER"},{"crd":"7974810","suffix":null,"lastName":"Galluzzo","firstName":"Justin","middleName":"Francis"},{"crd":"7974835","suffix":null,"lastName":"Guigliano","firstName":"Vinson","middleName":"Anthony"},{"crd":"7797483","suffix":null,"lastName":"Lucas","firstName":"Nicholas","middleName":"Augusto"},{"crd":"8332102","suffix":null,"lastName":"Portela","firstName":"Abigail","middleName":"Valente"},{"crd":"7867381","suffix":"Jr.","lastName":"Principe","firstName":"Michael","middleName":"Dominic"},{"crd":"8159456","suffix":null,"lastName":"Seidman","firstName":"Lilli","middleName":null}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":122201535,"clients":362,"employees":4,"offices":1},{"filedOn":"2022-03-22","regulatoryAum":156102384,"clients":2541,"employees":4,"offices":1},{"filedOn":"2023-03-22","regulatoryAum":119854769,"clients":2704,"employees":3,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":137299049,"clients":448,"employees":14,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":195555296,"clients":560,"employees":15,"offices":1},{"filedOn":"2026-04-15","regulatoryAum":230959228,"clients":527,"employees":9,"offices":1}],"secFileNumber":"801-110197","legalName":"Draper 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They include 463 individual clients, 59 high-net-worth individuals and 5 state or municipal government entities.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Draper Asset Management offer?","answer":"Draper Asset Management provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Draper Asset Management charge?","answer":"Draper Asset Management charges 1.25% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.","source":"DRAPER ASSET MANAGEMENT, LLC DISCLOSURE STATEMENT, filed 15 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Draper Asset Management use?","answer":"Draper Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Irving, TX), with $231M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Draper Asset Management have?","answer":"Draper Asset Management has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Draper Asset Management invest in?","answer":"At the end of its last fiscal year, Draper Asset Management’s separately managed accounts held 84% exchange-traded equities, 14% U.S. government and agency bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Draper Asset Management?","answer":"Draper Asset Management’s direct owner is Robert Draper (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Draper Asset Management get paid?","answer":"Draper Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Draper Asset Management?","answer":"Draper Asset Management’s main office is at 116 Terry Road, Floor 1, Smithtown, NY 11787. Its phone number is 631-361-4925. Its website is draperasset.com.","source":"Form ADV Part 1A, Item 1.F, filed 15 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/draper-asset-management-148136/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-12","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1847921/000195175726001249/0001951757-26-001249-index.html","totalValue":197708770,"positionCount":16,"top10Share":0.9171557842375935,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":35636808,"shares":123157,"shareType":"SH","priorValue":31527874,"priorShares":124228},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":35194404,"shares":98482,"shareType":"SH","priorValue":28821845,"priorShares":100229},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":30140114,"shares":150633,"shareType":"SH","priorValue":26331562,"priorShares":150984},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":29250405,"shares":122726,"shareType":"SH","priorValue":25448415,"priorShares":122190},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":21284917,"shares":37787,"shareType":"SH","priorValue":19767099,"priorShares":34550},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":9711869,"shares":23091,"shareType":"SH","priorValue":8391331,"priorShares":22573},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":5461849,"shares":75691,"shareType":"SH","priorValue":5325180,"priorShares":74033},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":5210376,"shares":30495,"shareType":"SH"},{"issuer":"ULTA BEAUTY INC","titleOfClass":"COM","cusip":"90384S303","value":4770917,"shares":10579,"shareType":"SH"},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":4668083,"shares":3892,"shareType":"SH","priorValue":3467310,"priorShares":3770}],"positionsListed":16,"positions":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":35636808,"shares":123157,"shareType":"SH","priorValue":31527874,"priorShares":124228},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":35194404,"shares":98482,"shareType":"SH","priorValue":28821845,"priorShares":100229},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":30140114,"shares":150633,"shareType":"SH","priorValue":26331562,"priorShares":150984},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":29250405,"shares":122726,"shareType":"SH","priorValue":25448415,"priorShares":122190},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":21284917,"shares":37787,"shareType":"SH","priorValue":19767099,"priorShares":34550},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":9711869,"shares":23091,"shareType":"SH","priorValue":8391331,"priorShares":22573},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":5461849,"shares":75691,"shareType":"SH","priorValue":5325180,"priorShares":74033},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":5210376,"shares":30495,"shareType":"SH"},{"issuer":"ULTA BEAUTY INC","titleOfClass":"COM","cusip":"90384S303","value":4770917,"shares":10579,"shareType":"SH"},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":4668083,"shares":3892,"shareType":"SH","priorValue":3467310,"priorShares":3770},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":4629128,"shares":13101,"shareType":"SH","priorValue":3794242,"priorShares":13227},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":4076319,"shares":3470,"shareType":"SH","priorValue":4291274,"priorShares":4916},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":2671818,"shares":1343,"shareType":"SH","priorValue":1614054,"priorShares":1222},{"issuer":"WEYERHAEUSER CO","titleOfClass":"COM NEW","cusip":"962166104","value":2195532,"shares":91710,"shareType":"SH","priorValue":1753877,"priorShares":71792},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":1813985,"shares":15548,"shareType":"SH","priorValue":1438225,"priorShares":9832},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":992246,"shares":13897,"shareType":"SH","priorValue":769777,"priorShares":8006}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}