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 recorded as SEC-registered since 1989. The firm is classified in the data as an investment bank and is owned by a combination of a domestic entity and an individual. The available profile does not list fee arrangements, detailed business lines, or advisory activities; the attributes shown flag the firm as not serving as a capital allocator, not identifying as an active ESG investor, not operating as a multi-state adviser, and not serving as a pension consultant or related adviser. The public record provided is sparse on day-to-day client-facing services or product offerings, suggesting the firm's primary posture in the available data is corporate/transactional rather than retail or institutional wealth management.
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
Lena Najarian
Deputy Chief Compliance OfficerCRD 4884296

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

Robin Potts
Partner and Chief Investment OfficerCRD 4831491
Contacts
3 of 35
Maxcimillion Alexander
DirectorCRD 6213535

Douglas Anderson
PartnerCRD 5079532

Liana Plotch
Registered RepresentativeCRD 7580907
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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