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 has been registered with the SEC since 1989. Public records classify the firm as an investment bank. Ownership is recorded as a domestic entity and an individual. The firm is not identified as a capital allocator, does not characterize itself as an active ESG investor, and is not listed as a pension consultant or related adviser. The snapshot of its regulatory profile shows it has not been flagged as a multi-state adviser, which may reflect a narrow regulatory footprint despite its organizational form and long SEC registration date.
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 5
Douglas Anderson
Partner & Chief Compliance OfficerCRD 5079532

Lena Najarian
Deputy Chief Compliance OfficerCRD 4884296

Mitchell Julis
Co-Founder, Co-Chairman and Co-CEOCRD 1223735
Contacts
3 of 34
Maxcimillion Alexander
DirectorCRD 6213535

Liana Plotch
Registered RepresentativeCRD 7580907
Sean Frazier
Director of Corporate DevelopmentCRD 6342958
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
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