David William Karp

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 03/2016 → 06/2020
  Pagnato Karp Partners, Llc
  Reston, VA
• 06/2020 → Present
  Cresset Asset Management, Llc
  Reston, VA

Previous Registrations

• 2016-06-06 → 2020-06-16
  Pagnatokarp Partners, Llc
  Reston, VA
• 2011-07-29 → 2016-03-10
  Hightower Advisors, Llc
  Reston, VA
• 1998-01-01 → 2011-08-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Washington, DC

Other Businesses

1. Mr. Karp serves as a Trust Protector for certain Cresset clients. Mr. Karp is not compensated in his capacity as a Trust Protector. 2. Mr. Karp serves as a trustee for certain Cresset clients. Mr. Karp is not compensated in his capacity as a trustee. 3. Manager of an LLC that holds residential real estate; Investment-related; Approximately 1-5 hours per month 4. Limited Partner Advisory Counsel (LPAC) Blue Delta Capital Partners; Non-investment related; Board Member; 2014; Approximately 1 hour per year; Attend Annual Meeting

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-18
• S63 Uniform Securities Agent State Law Examination
  1995-03-21