COPPERPLATE CAPITAL LLC
SEC RegisteredGlobal multi-asset class portfolios
About the firm
Copperplate Capital works with a few families who wish to preserve and enhance their wealth with a long-term multi-generational focus. The firm invests globally across a wide spectrum of asset types, investment strategies, and market sectors, and dedicates substantial efforts to identifying and partnering with external managers that combine exceptional investment skills with high integrity and a deep sense of fiduciary duty.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Global multi-asset class portfolio management investing across public equities, fixed income, absolute return, private equity, venture capital, and real estate, including partnership with external specialist investment managers focused on inefficient market niches.
Who they serve
A few families who wish to preserve and enhance their wealth with a long-term multi-generational focus, often active in philanthropy.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $294M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COPPERPLATE CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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