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 with up to 2 employees
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 provides fee-based portfolio management to private individuals, business owners, and small- and medium-sized businesses. The firm manages client accounts on a non-discretionary basis, does not custody client assets, and does not participate in wrap-fee programs.
The firm follows a value-based, total-rate-of-return approach grounded in fundamental analysis and discounted cash-flow assessments, combining income-producing bonds or dividend-paying stocks with deeply valued equities. The principal’s background includes high-yield credit analysis at a major investment bank and training at a large brokerage, and the firm emphasizes a teaching philosophy with regular written updates and client consultations.
Murapa’s non-discretionary model — where clients retain final approval of every investment — is a notable departure from the discretionary management typical of many peers and shapes its client-facing processes. The firm also declines soft-dollar research and performance-based fees, does not accept proxy-voting authority, and uses an independent custodian (Altruist Financial LLC) for trade execution and reporting, reinforcing direct client involvement and transparency.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 3.00% $1,000,000 - $10,000,000: 2.75% $10,000,000+: 2.50%
Fee-only: Management fees only, no commissions.
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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