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 as an individually owned advisory firm. Records show the firm completed SEC registration in 2026 and is currently categorized as "unclassified." The snapshot data flags several negative attributes rather than positive specializations: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. The firm provided no substantive detail about its advisory activities, fee schedule, or client types in the materials reviewed. That lack of disclosed operational detail limits what can be said about its target market, service model, or investment process.
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
Contacts
3 of 3
Michael Parise
PresidentCRD 5749379

Thomas Shea
Senior ConsultantCRD 2299633

John Parise
Managing PartnerCRD 1401779
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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