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 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
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 35
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
Payden & Rygel Distributors
Broker-DealerLos Angeles, CA
PGP Capital Advisors, LLC
Broker-DealerLos Angeles, CA
Kayan Securities, Inc.
Broker-DealerLos Angeles, CA
Quincy Cass Associates, Incorporated
Broker-DealerLos Angeles, CA
Capital Client Group, Inc.
Broker-DealerLos Angeles, CA
William and Henry Associates
Broker-DealerLos Angeles, CA