Mkam Etf Llc
- Regulatory AUM
- $12.0M
- Discretionary
- $12.0M
- Clients
- 1
- Avg AUM / client
- $12.0M
- Accounts
- 1
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $12.0M | 100.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Howard Kuperstock | Chief Compliance Officer | Mar 2019 (7y) | ≈ 25% – 56.25% via Mulholland & Kuperstock Asset Management, Llc | |
| Stephen Robert Mulholland | Chief Investment Officer | CFP CFA | Mar 2019 (7y) | ≈ 25% – 56.25% via Mulholland & Kuperstock Asset Management, Llc |
| Carabet, Armyn | Trustee | Dec 2022 (4y) | GP / trustee / elected manager of Carabet Family Trust U/A Dated 10/25/2005 (indirect) | |
| Carabet, Deborah, F. | Trustee | Dec 2022 (4y) | GP / trustee / elected manager of Deborah F. Carabet Trust U/U/A Dtd 3/29/2012 (indirect) | |
| Carabet, Marci | Trustee | Dec 2022 (4y) | GP / trustee / elected manager of Carabet Family Trust U/A Dated 10/25/2005 (indirect) | |
| Cotton, Judith, A. | Trustee | Dec 2022 (4y) | GP / trustee / elected manager of Cotton Family Trust U/A Dated 12/09/2002 (indirect) | |
| Nelson, Gregory, A. | Trustee | Dec 2022 (4y) | GP / trustee / elected manager of Nelson Family Trust U/T/A Dated 3/15/2001 Fbo Gregory A. Nelson As His Separate Property (indirect) | |
| Nelson, Leslie, C. | Trustee | Dec 2022 (4y) | GP / trustee / elected manager of Nelson Family Trust U/T/A Dated 3/15/2001 Fbo Leslie C. Nelson As Her Separate Property (indirect) | |
| Rose, Jonathan | Member | Dec 2022 (4y) | ≈ 7.5% – 25% via Jd Rose Holdings Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mulholland & Kuperstock Asset Management, Llc | Elected Manager | Dec 2022 | A | 50% – 75% |
| Jd Rose Holdings Llc | Member | Dec 2022 | A | 10% – 25% |
| Nelson Family Trust U/T/A Dated 3/15/2001 Fbo Leslie C. Nelson As Her Separate Property | Member | Dec 2022 | A | 5% – 10% |
| Deborah F. Carabet Trust U/U/A Dtd 3/29/2012 | Member | Dec 2022 | A | 5% – 10% |
| Cotton Family Trust U/A Dated 12/09/2002 | Member | Dec 2022 | A | 5% – 10% |
| Carabet Family Trust U/A Dated 10/25/2005 | Member | Dec 2022 | A | 5% – 10% |
| Nelson Family Trust U/T/A Dated 3/15/2001 Fbo Gregory A. Nelson As His Separate Property | Member | Dec 2022 | A | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mark Howard Kuperstock: 50% – 75% of Mulholland & Kuperstock Asset Management, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Stephen Robert Mulholland: 50% – 75% of Mulholland & Kuperstock Asset Management, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Rose, Jonathan: 75% – 100% of Jd Rose Holdings Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗