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 data as an investment bank. The firm has been SEC-registered since 1989. Ownership is noted as a combination of a domestic entity and an individual. The profile flags indicate CP Investments does not act as a capital allocator (it does not appear to deploy firm balance-sheet capital) and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public-facing details on client segments, fee schedules, specific business lines, and advisory activities were not supplied in the source material, so the firm’s target clients and service mix cannot be further characterized from the available record.
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 36
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
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