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 is recorded as an SEC-registered adviser in 2026. Ownership is noted as a combination of a domestic entity and an individual, and the firm is classified in the source data as "Unclassified." The firm is not identified as a capital allocator and the record indicates it is not an active ESG investor. Available data does not include a description of the firm’s advisory services, investment strategies, target client segments, or fee schedule. The profile also notes the firm is not listed as a multi-state adviser, not a pension consultant, and not a related adviser to another registered entity.
Assets & Accounts
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 8
Scott Zardenetta
Fiduciary Financial AdvisorCRD 7343599

Kurt Carroll
Case Design SpecialistCRD 7240701

Philip Beytell
FinOpCRD 4828145
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
- 5898 Copley Dr
- Time zone
- PT (UTC-8)
- Office locations
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