Peter Christopher Karp

Employer firm

Composition Wealth, LLC CRD 143483

$9.47B regulatory AUM 184 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1987 → 11/2022
  Peter C. Karp
  Sausalito, CA
• 05/2004 → 12/2022
  Karp Capital Management Corporation
  Sausalito, CA
• 08/2014 → 11/2022
  Infinity Services, Inc.
  Oakland, CA
• 11/2022 → Present
  Composition Wealth, Llc
  Sausalito, CA

Previous Registrations

• 2004-05-24 → 2022-12-31
  Karp Capital Management Corporation
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Sausalito, CA
  Sausalito, CA
• 1996-04-17 → 2004-05-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakland, CA

Other Businesses

1) The Loan Story; Investment related; 4880 Stevens Creek Blvd, 200, San Jose, CA. 95129; Loan Agent; Start 01/2021; 5 hours per month; Consult with clients what lending solution is right for them 2) Elder Givers; Not Investment Related; San Francisco, CA. 94123; Board Member; 01/2010; 1 hour per month; Vote on direction of the non profit.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-06
• S63 Uniform Securities Agent State Law Examination
  1993-05-13

Other Names

• Peter Karp