Murapa Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,000,000
Clients
45
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$111,111
About
Murapa Investments is an independent investment advisory firm that provides fee-based portfolio management and investment consulting to private individuals, business owners, and small- and medium-sized businesses. The firm serves individual investors who seek personalized attention and does not participate in wrap-fee programs or take custody of client assets.
The firm follows a value-oriented, total-rate-of-return investment approach grounded in fundamental and discounted cash-flow analysis, combining income-producing bonds and dividend-paying stocks with undervalued equities to pursue income and capital appreciation. It operates primarily on a non-discretionary basis, presenting recommendations and educating clients while leaving final investment decisions to them and conducting regular (typically quarterly) reviews.
Murapa Investments is notable among peers for its emphasis on client-directed decision making and a stated "teaching" philosophy, which the firm says is intended to help clients understand valuation and long-term return drivers. The principal’s background in high-yield credit and experience at major Wall Street firms informs an independent, research-driven process that disclaims soft-dollar arrangements, does not use proprietary products, and generally does not aggregate orders due to relatively small client trade sizes.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Occupation focus
Founder/Business Owner
Fee options
$0 - $1 million: 3.00% $1 million - $10 million: 2.75% $10 million+: 2.50%
Commissions are charged per trade, clearly shown on custodian confirmations
Minimum fee: $25.00 per month minimum fee
Main office location
Murapa Investments
28310 Roadside Drive, Ste 227
Agoura Hills CA 91301-4957, United States
Number of offices
1
Most active in
Murapa Investments has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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