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Copperplate Capital LLC

Headquartered in MENLO PARK, CA

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Firm Information

Copperplate Capital LLC is an investment adviser based in Menlo Park, CA. The firm specializes in portfolio management for pooled investment vehicles. Copperplate Capital LLC manages approximately $157,983,872 in assets for 2 clients. The firm is registered with the SEC and has a SEC number of 801-130132.

Copperplate Capital LLC

2744 SAND HILL RD

MENLO PARK, CA 94025

$157.98M

Assets Under Management

2

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Disclosures

There are no public disclosures for Copperplate Capital LLC.

Frequently Asked Questions (7)

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