Copper Beech Capital LLC
Firm details
- Headquarters
- Moorestown, New Jersey
- CRD number
- 334108
- Registered since
- July 22, 2026
Firm profile
FINTRXOverview
Copper Beech Capital LLC is organized as a limited liability company and is listed in FINTRX as an SEC-registered investment adviser (registration year shown as 2026). Ownership is recorded as individual-owned and the firm is otherwise classified as unclassified in the dataset. The profile contains minimal public disclosure about business lines, client segments, or advisory services; FINTRX does not report related advisers, pension consulting activity, or multi-state adviser status for the firm. The dataset also flags the firm as not being an active ESG investor and not acting as a capital allocator.
Assets & Accounts
Investments & Alternatives
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
Contacts
3 of 3
Thomas Shea
Senior ConsultantCRD 2299633
John Parise
Managing PartnerCRD 1401779
Michael Parise
PresidentCRD 5749379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Moorestown, NJ
Burlington
Location
Moorestown, NJ
Headquartered in Moorestown, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 1223 N Church St
- Time zone
- ET (UTC-5)
- Office locations
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