COPPERPLATE CAPITAL LLC
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 174528
- Registered since
- April 30, 2024
- Website
- copperplatecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Copperplate Capital LLC is an SEC-registered investment adviser (registered in 2024) organized as a limited liability company that operates as an independent RIA while also functioning as a multifaceted fund manager and capital allocator for institutional clients. The firm’s activities center on managing pooled investment vehicles and serving in sponsor/GP roles; its industry affiliations indicate it can act as a CPO or CTA and as the managing member or general partner of pooled vehicles. Compensation is a mix of a percentage-of-AUM fee and performance-based fees, reflecting a manager that runs fee-for-performance strategies alongside asset-based oversight. Copperplate does not identify as an active ESG investor.
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
2 of 2SUNIL GOTTIPATI
Managing MemberCRD 4686733
LAARNI DEGUZMAN
Director of FinanceCRD 2316762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 2744 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
SYMPHONY TECHNOLOGY GROUP, LLC
RIAMENLO PARK, CA
DAI ADVISORS
RIAMENLO PARK, CA
TIEMANN INVESTMENT ADVISORS, LLC
RIAMENLO PARK, CA
MENLO ADVISORS LLC
RIAMENLO PARK, CA
BGV VC MANAGEMENT LLC
RIAMENLO PARK, CA
ROBERTS WEALTH ADVISORS, LLC
RIAMENLO PARK, CA