CP Investments, LLC

Broker-DealerFINRA MemberEst. 1989
Total AUM
—
Advisory reps
40
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
24029
Registered since
April 17, 1989

Firm profile

FINTRX

Overview

CP Investments, LLC is organized as a limited liability company and is classified in the data as an investment bank. The firm has been SEC-registered since 1989. Ownership is noted as a combination of a domestic entity and an individual. The profile flags indicate CP Investments does not act as a capital allocator (it does not appear to deploy firm balance-sheet capital) and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public-facing details on client segments, fee schedules, specific business lines, and advisory activities were not supplied in the source material, so the firm’s target clients and service mix cannot be further characterized from the available record.

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

Owners & executives

3 of 4
  • Mitchell Julis

    Mitchell Julis

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

  • Robin Potts

    Robin Potts

    Partner and Chief Investment OfficerCRD 4831491

  • David Young

    David Young

    Deputy Chief Compliance OfficerCRD 4829841

Unlock 1 more executives →

Contacts

3 of 36
  • Joshua Friedman

    Joshua Friedman

    Co-FounderCRD 1315528

  • Douglas Anderson

    Douglas Anderson

    PartnerCRD 5079532

  • Karyn Leech Frazeur

    Registered RepresentativeCRD 2659251

Unlock 33 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth