Cooper Point Advisors LLC

Overview

Cooper Point Advisors LLC is a small, fee-based registered adviser that focuses on portfolio management for individual and family clients and small businesses. The firm tilts toward equity exposure, with a notable portion of assets classified as non-exchange-traded equities, and it runs advisory relationships largely on a non-discretionary basis. Cooper Point uses a percentage-of-assets fee model and positions itself as a direct manager of client portfolios rather than a capital allocator or multi-state institutional consultant. The firm does not identify as an active ESG investor. Investment activity centers on traditional equity allocations supplemented by third-party alternative managers for specific asset classes. Given the emphasis on non-exchange-traded equities and external alternative managers, the firm appears comfortable using private or restricted-equity positions alongside pooled products and mutual funds to construct client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices