SUNSET COPPERLEAF MANAGER LLC
Firm details
- Headquarters
- KATY, Texas
- CRD number
- 331787
Firm profile
FINTRXOverview
Sunset Copperleaf Manager LLC is a limited liability company that functions primarily as a sponsor and managing member of pooled investment vehicles rather than as a traditional advisory firm with retail accounts. The firm’s public profile centers on its role as general partner/sponsor of at least one private investment vehicle, and it is classified as an owner-operated entity (individual owner type). Regulatory attributes indicate it is not positioned as a multi-state advisory platform, it does not identify as an active ESG investor, and it does not report pension consulting activity. The operating model appears focused on structuring and running private funds rather than delivering broad-based advisory services to a large retail client base.
Assets & Accounts
Investments & Alternatives
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
Contacts
1 of 1Samuel Morris
ManagerCRD 7904156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KATY, TX
FORT BEND
Location
KATY, TX
Headquartered in KATY, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- FORT BEND
- Address
- 24285 Katy Fwy
- Time zone
- CT (UTC-6)
- Office locations
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