Copley Alternative Investments Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 336405
- Registered since
- January 9, 2026
Firm profile
FINTRXOverview
Copley Alternative Investments Inc. is organized as a corporation and appears on SEC records with a registration year of 2026. The firm’s record classifies ownership as both a domestic entity and an individual, and its regulatory filing lists its classification as unclassified. The firm is not identified as a capital allocator, does not self-report as an active ESG investor, and is not listed as a multi-state adviser. The available disclosures do not include descriptions of the firm’s advisory activities, fee schedule, client types, or investment programs. Public filings also do not report meaningful client- or asset-level figures in the dataset provided.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Patrick Walker
Chief Compliance OfficerCRD 2107798

Alan Bunce
Chief Operations Officer & DirectorCRD 2986040

Matthew Copley
President, CEOCRD 6247665
Contacts
3 of 6
Scott Zardenetta
Fiduciary Financial AdvisorCRD 7343599

Philip Beytell
FinOpCRD 4828145

Kent Hulse
Fiduciary Financial AdvisorCRD 7478037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 2650 Camino Del Rio N
- Time zone
- PT (UTC-8)
- Office locations
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