MC
CFA
MC
CFA

Mark Cooper

3 Years of Experience
Tampa, FL

Mark Cooper is a CFA-designated registered investment advisor at Mac Alpha Capital Management, LP, based in Tampa, FL, with 3 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $760M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$84.9M average
Assets Under Management
$764.3M

Fee Structure

Investment management only (planning not offered)

MAC Alpha Capital Management charges an annual investment management fee ranging from 0.40% to 2% of the net assets in client accounts. Fees are charged monthly for pooled investment vehicles and quarterly for SMAs. Fees may be reduced or waived for certain investors in pooled investment vehicles.

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Location

4830 West Kennedy Blvd., Suite 600, Tampa, FL, 33609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mac Alpha Capital Management, LP
October 2022 - Present · 3 yrs 7 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.