|
⚲
|
| Copperplate Capital LLC
✚
| |
|---|---|
| CRD # | 174528 |
| SEC # | 801-130132 |
| CIK # | |
| AUM | $158.0 MM (2024-03-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 650-275-4313 |
| Address | 2744 Sand Hill Rd Menlo Park, CA 94025 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Copperplate Investments Ltd | 2024-03-29 | 52.1 | |
| HF | Copperplate Partners LP | [2024-03-29] | 88.4 | 105.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 2 | 158.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 158.0 |
| By Discretionary | ||
| Discretionary | 2 | 158.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 158.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 52.1 | |
| United States Persons | 105.9 | |
| Total | 2 | 158.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Copperplate Global Partners LLC | 2 | ||
| Sunil Gottipati | 2 | ||
| Copperplate Capital LLC | 2 | ||
| Laarni Deguzman | 2 | ||
| Edward Karns | 1 |
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|---|---|---|
|
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✚
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|
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0.2 | |
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