Mariposa Capital Management, LLC

What Mariposa Capital Management, LLC does

Mariposa Capital Management, LLC is a boutique investment advisory firm (RIA) founded circa 2009 and domiciled in California, headquartered at 600 Wilshire Blvd, Suite 500, Los Angeles. The firm provides personalized investment advisory services to affluent individuals and families across the United States, using an evidence-based investment philosophy built on academic research, low-cost index funds and ETFs, and tactical asset allocation driven by value and momentum factors. Its core offering is discretionary-style investment management, augmented by specialized advisory modules covering college savings/529 planning, restricted stock and RSU management, account consolidation across multiple brokerage/IRA/401(k) accounts, and post-liquidity windfall advisory for business sellers.

The firm's revenue model is based on recurring advisory fees billed annually, consistent with a traditional fee-based RIA structure; specific fee schedules are gated behind the firm's Advisory Fees page and not publicly disclosed. Go-to-market is sales-led, relying on direct advisory relationships supported by a content marketing apparatus — an educational blog, quarterly newsletters, and a presence on Facebook, Twitter, LinkedIn and Google+. Operating infrastructure depends on standard custodial and back-office relationships with asset custodians, banking institutions, insurance providers, and client-authorized professional advisors (attorneys, accountants). The firm has no disclosed subsidiaries, no external funding, no disclosed headcount beyond a 1–10 range, and no listed additional management beyond Founder & Managing Member Edwin Choi.

Name

Mariposa Capital Management, LLC

Legal name

Mariposa Capital Management, LLC

Website

https://mariposacap.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Mariposa Capital Management is a boutique, evidence-based registered investment advisor serving affluent U.S. individuals and families with personalized portfolio management, tactical asset allocation using value and momentum factors, and specialized advisory for college savings, RSUs, account consolidation, and business-windfall events.

Ownership category

akta.pro rank

Product category

Wealth Management & Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Investment advisory services
• Wealth management advisory
• Portfolio management services
• Retirement planning services
• College savings planning

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees: Investment advisory fees charged to clients for portfolio management and financial planning services. Specific fee structure detailed on their Advisory Fees page.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Mariposa Capital Management is a boutique investment advisory firm that provides personalized portfolio management and financial planning services to affluent individuals and families across the United States. Its core offering centers on evidence-based investing using low-cost index funds and ETFs, augmented by tactical asset allocation tilts using value and momentum factors, with specialized advisory for college savings (529 plans), restricted stock (RSU) management, multi-account consolidation, and post-business-sale windfalls. Clients pay recurring advisory fees for ongoing portfolio management and integrated planning.

Product overview

Mariposa Capital Management is a boutique investment advisory firm that provides personalized investment management services for individuals and families seeking a thoughtful, evidence-based approach to investing. The firm offers a core investment advisory service complemented by specialized modules for college savings planning (529 plans), restricted stock management (RSUs), account consolidation, and business windfall advisory. The firm's investment philosophy is grounded in academic research, utilizing value and momentum factors to enhance returns beyond basic index fund strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Personalized, ongoing investment management and portfolio advisory services for affluent individuals and families, applying an evidence-based investment approach using low-cost index funds and ETFs with tactical value and momentum factor tilts.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and supporting.

• Asset CustodianscoreOthersFinancial service providers that hold and manage client assets including brokerage accounts and retirement accounts.
• Banking InstitutionssupportingOthersBanking partners for client financial services and asset management.
• Insurance ProviderssupportingOthersInsurance providers referenced in privacy policy as potential service providers for clients.
• Attorneys and AccountantssupportingOthersProfessional advisors engaged as authorized by clients for integrated financial planning.

Broad incumbents

• Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-human advisory service for affluent clients using low-cost index funds. Comparable to Mariposa in evidence-based/index investing philosophy and HNW target market, but competes on scale and pricing.
• Schwab Intelligent Portfolios Premium: Charles Schwab's automated and hybrid advisory offering serving mass-affluent and HNW clients with index-fund portfolios. Competes with Mariposa on price and brand for the same affluent segment while offering institutional scale.
• Fisher Investments: Large private RIA managing portfolios for high-net-worth individuals and institutions globally. Competes with Mariposa for HNW advisory clients but at materially greater scale, broader service offerings, and global reach.

Others

• Focus Financial Partners (acquired RIAs): Aggregator of independent boutique RIAs serving HNW clients across the U.S. Relevant to Mariposa as a potential acquirer/partner and as a benchmark for the RIA consolidation thesis shaping the boutique advisory landscape.

Emerging players

• Betterment: Leading robo-advisor offering automated, low-cost portfolio management to mass-affluent and HNW clients. Comparable to Mariposa as a competing provider of portfolio management to affluent individuals, differentiated by automation and significantly lower fees.
• Facet Wealth: Tech-enabled RIA serving HNW individuals with flat-fee, virtual financial planning and investment management. Comparable to Mariposa in serving affluent clients but competes via technology and pricing rather than boutique in-person relationships.
• Wealthfront: Automated investment platform offering passive portfolio management and financial planning at low cost. Targets the same affluent and emerging-affluent segment as Mariposa and pressures traditional RIA pricing.

Direct peers

• Marin Wealth Advisors: California-based boutique RIA serving affluent individuals and families with personalized portfolio management and financial planning. Comparable to Mariposa in geography (CA boutique), client segment (HNW individuals), and service mix (evidence-based portfolio management).
• Carson Wealth: Mid-sized RIA serving affluent individuals with holistic financial planning and portfolio management. Comparable to Mariposa in target market and boutique RIA delivery model, though larger in scale and offering a broader support infrastructure.
• Buckingham Strategic Wealth: Boutique RIA built on academic, evidence-based investing using index funds and Dimensional funds. Closely comparable to Mariposa in philosophy (evidence-based, factor-aware), target market (affluent individuals/families), and delivery model (personalized advisory fees).

Market position

Strengths4 records

Weaknesses3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/mariposacap
• Facebookfacebook.com/mariposacap
• LinkedInlinkedin.com/company/mariposa-capital-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mariposa Capital Management, LLC