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 a limited liability company that has been SEC-registered since 1989 and is classified in the FINTRX snapshot as an investment bank. Public disclosures about the firm's business activities, advisory services, client base, and fee structure are minimal in the available data. The firm is recorded as being owned by a combination of a domestic entity and an individual. FINTRX flags show CP Investments does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Available records do not specify the firm's investment approach, product lineup, or any use of alternative investments or family office services.

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
  • Mitchell Julis

    Mitchell Julis

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

  • Robin Potts

    Robin Potts

    Partner and Chief Investment OfficerCRD 4831491

  • David Young

    David Young

    Deputy Chief Compliance OfficerCRD 4829841

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Contacts

3 of 35
  • Joshua Friedman

    Joshua Friedman

    Co-FounderCRD 1315528

  • Douglas Anderson

    Douglas Anderson

    PartnerCRD 5079532

  • Karyn Leech Frazeur

    Registered RepresentativeCRD 2659251

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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