Copperplate Capital LLC

RIASEC RegisteredEst. 2024
Total AUM
$294M
Discretionary
$294M
100% of AUM
Avg account
$97.9M
Accounts
3
Employees
2
Advisory reps
2

Firm details

Headquarters
Menlo Park, California
CRD number
174528
Registered since
April 30, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Copperplate Capital LLC is an SEC-registered investment adviser (registered in 2024) organized as a limited liability company that operates as an independent RIA while also functioning as a multifaceted fund manager and capital allocator for institutional clients. The firm’s activities center on managing pooled investment vehicles and serving in sponsor/GP roles; its industry affiliations indicate it can act as a CPO or CTA and as the managing member or general partner of pooled vehicles. Compensation is a mix of a percentage-of-AUM fee and performance-based fees, reflecting a manager that runs fee-for-performance strategies alongside asset-based oversight. Copperplate does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Sunil Gottipati

    Sunil Gottipati

    Managing MemberCRD 4686733

  • Laarni Deguzman

    Director of FinanceCRD 2316762

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
2744 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth