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COOPER INVESTMENT PARTNERS LLC

FAIRFIELD, CT · CRD 167769 · IAPD ↗ · cooperinvest.net · 415-310-0744

$241.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
July 2024 — COOPER INVESTMENT PARTNERS LLC (FAIRFIELD, CT) left the SEC roster (was $241.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.