SUNSET COPPERLEAF MANAGER LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
KATY, Texas
CRD number
331787

Firm profile

FINTRX

Overview

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

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

1 of 1
  • Samuel Morris

    ManagerCRD 7904156

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth