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| Happy Holidays!! thanks for using AUM13F!! |
| Cooper Capital Advisors LLC
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| CRD # | 305121 |
| SEC # | 801-117210 |
| CIK # | 0001957878 |
| AUM | $247.7 M (2025-03-13) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 760-452-6114 |
| Address | 280 N Coast Highway 101 Encinitas, CA 92024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 8.8 | ||
| VISA Inc | 6.4 | ||
| Amazon Com Inc | 6.1 | ||
| Microsoft Corp | 6.1 | ||
| Nvidia Corp | 2.6 | ||
| Snowflake Inc | 2.1 | ||
| Apple Inc | 1.3 | ||
| Taser International Inc | 0.7 | ||
| Pure Storage Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 199.1 |
| (b) Individuals (high net worth individuals) | 46 | 39.5 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 5 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 467 | 247.7 |
| By Discretionary | ||
| Discretionary | 467 | 247.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 467 | 247.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.7 | |
| Total | 467 | 247.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001957878] |
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0.2 | |
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Stoever Glass Wealth Management Inc
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NY | 0.2 |
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