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Building 2COPPERPLATE CAPITAL LLC

Map pinMENLO PARK, CA
Phone(650) 275-4313
NotebookSEC #801-130132
Total AUM
$293.7M
Employees
2
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2744 SAND HILL RD
SUITE 100
MENLO PARK
CA 94025
United States
Operating Hours
9AM - 5PM PT
Monday - Friday
Phone
(650) 275-4313

ReceiptFinancials

Total AUM
$293.7M
Accounts
3
Discretionary
$293.7M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$293.7M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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