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| Cooper Capital Advisors LLC
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| |
|---|---|
| CRD # | 305121 |
| SEC # | 801-117210 |
| CIK # | 0001957878 |
| AUM | $203.0 MM (2024-02-02) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 760-452-6114 |
| Address | 280 N Coast Highway 101 Encinitas, CA 92024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 32.5 |
| (b) Individuals (high net worth individuals) | 47 | 163.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 441 | 203.0 |
| By Discretionary | ||
| Discretionary | 441 | 203.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 441 | 203.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.0 | |
| Total | 441 | 203.0 |
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|---|---|---|
|
Braun-Bostich & Associates Inc
✚
|
PA | 0.2 |
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Doceo Wealth LLC
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|
ID | 0.2 |
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|
Vermillion & White Wealth Management Group LLC
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Paul J Glashofer Enterprises Inc
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MD | 0.2 |
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TX | 0.2 |
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Melone Private Wealth LLC
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MI | 0.2 |
|
Independence Wealth Advisors Inc
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VA | 0.2 |
|
Roosevelt Capital Management LLC
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TX | 0.2 |
|
Sutterfield Financial Group Inc
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OK | 0.2 |