CP Investments, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 24029
- Registered since
- April 17, 1989
- Website
- www.canyonpartners.com
Firm profile
FINTRXOverview
CP Investments, LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is shown as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not flag active ESG investing activity. The snapshot data also indicates CP Investments does not operate as a multi-state adviser, is not described as a newly formed adviser, and is not listed as a pension consultant or related adviser. No specific advisory services, fee schedules, client demographics, or investment strategies are provided in the available record.
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
Owners & executives
3 of 4
Mitchell Julis
Co-Founder, Co-Chairman and Co-CEOCRD 1223735

Robin Potts
Partner and Chief Investment OfficerCRD 4831491

David Young
Deputy Chief Compliance OfficerCRD 4829841
Contacts
3 of 40
Joshua Friedman
Co-FounderCRD 1315528

Douglas Anderson
PartnerCRD 5079532
Karyn Leech Frazeur
Registered RepresentativeCRD 2659251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
PGP Capital Advisors, LLC
Broker-DealerLos Angeles, CA
Forest Road Securities Bd LLC
Broker-DealerLos Angeles, CA
Apsec Capital Partners, LLC
Broker-DealerLos Angeles, CA
Edgeline Capital, LLC
Broker-DealerLos Angeles, CA
New Century Capital Partners, Inc.
Broker-DealerLos Angeles, CA
Kayan Securities, Inc.
Broker-DealerLos Angeles, CA