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COPPER PLACE GLOBAL CAPITAL LLC

CLYDE HILL, WA · CRD 330018 · IAPD ↗ · 206-743-5907

$24.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
February 2025 — COPPER PLACE GLOBAL CAPITAL LLC (CLYDE HILL, WA) left the SEC roster (was $24.4M RAUM, 2 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
60
July 2024 — COPPER PLACE GLOBAL CAPITAL LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
March 2024 — COPPER PLACE GLOBAL CAPITAL LLC (CLYDE HILL, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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