Sign in Sign up for free

Tapestry Asset Management L.P. (Princeton)


Tapestry Asset Management L.P. is a large advisory firm based in Princeton. It manages $266.05 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

Logo



Tapestry Asset Management provides portfolio management for businesses and institutional clients, selection of other advisers, and commodity trading advisor and commodity pool operator. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tapestry Asset Management: assets under management

The assets under management (AUM) of Tapestry Asset Management L.P. is $266.05 million. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.21 million in discretionary accounts and $208.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.21 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $208.84 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tapestry Asset Management L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Kathleen Filipponi Member 1 Apr 2003 25% - 50% 2378509
Jon Eric Knudsen Member 1 Apr 2003 25% - 50% 1143656
Afroz Qadeer Member 1 Apr 2003 25% - 50% 5055168
Scan Partners Ltd. Member 1 Jan 2013 75% - 100% 06-1620559

Based in Princeton

The principal office where Tapestry Asset Management L.P. performs its advisory services is located at 47 Hulfish Street, Princeton, NJ 08542, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-430-0404 or by fax 609-454-5010. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.tapestryam.com.


Registered investment advisers similar to Tapestry Asset Management L.P.