Copper Beech Capital LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Moorestown, New Jersey
CRD number
334108
Registered since
July 22, 2026

Firm profile

FINTRX

Overview

Copper Beech Capital LLC is organized as a limited liability company and is listed as an SEC-registered investment adviser in 2026. Ownership is identified as individual rather than institutional or corporate. The firm's regulatory classification is recorded as unclassified. According to available filings, Copper Beech is not designated as a capital allocator and does not characterize itself as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not made details about its advisory services, client segments, or fee arrangements publicly available in the source data, so its target market and service model cannot be described from the record provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Michael Parise

    Michael Parise

    PresidentCRD 5749379

  • Thomas Shea

    Thomas Shea

    Senior ConsultantCRD 2299633

  • John Parise

    John Parise

    Managing PartnerCRD 1401779

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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