L. COOPER INVESTMENTS

Overview

L. Cooper Investments is a single-office, sole-proprietorship advisory practice that manages portfolios for high-net-worth individuals, families and institutional clients. The firm charges a percentage-of-AUM fee and focuses on discretionary portfolio management for both individuals/small businesses and business or institutional clients. Investment activity shows a clear preference for publicly traded equities, implemented primarily through exchange-traded vehicles and separately managed accounts, with complementary use of mutual funds and corporate debt for diversification and income. The firm is not an active ESG investor, is not registered as a multistate adviser, and does not position itself as a capital allocator or pension consultant. Its structure and client mix indicate a boutique, concentrated advisory approach rather than a broad, multi-product platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices