CP Investments, LLC

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
39
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
24029
Registered since
April 17, 1989

Firm profile

FINTRX

Overview

CP Investments, LLC is organized as a limited liability company and is recorded as SEC-registered since 1989. The firm is classified in the data as an investment bank and is owned by a combination of a domestic entity and an individual. The available profile does not list fee arrangements, detailed business lines, or advisory activities; the attributes shown flag the firm as not serving as a capital allocator, not identifying as an active ESG investor, not operating as a multi-state adviser, and not serving as a pension consultant or related adviser. The public record provided is sparse on day-to-day client-facing services or product offerings, suggesting the firm's primary posture in the available data is corporate/transactional rather than retail or institutional wealth management.

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

Owners & executives

3 of 4
  • Lena Najarian

    Lena Najarian

    Deputy Chief Compliance OfficerCRD 4884296

  • Mitchell Julis

    Mitchell Julis

    Co-Founder, Co-Chairman and Co-CEOCRD 1223735

  • Robin Potts

    Robin Potts

    Partner and Chief Investment OfficerCRD 4831491

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Contacts

3 of 35
  • Maxcimillion Alexander

    Maxcimillion Alexander

    DirectorCRD 6213535

  • Douglas Anderson

    Douglas Anderson

    PartnerCRD 5079532

  • Liana Plotch

    Liana Plotch

    Registered RepresentativeCRD 7580907

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2000 Avenue Of The Stars
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth