Copperplate Capital LLC

Fee-Only (% of Portfolio)

Copperplate Capital manages investments for private funds, focusing on global, multi-asset class portfolios. They primarily invest in other investment funds, co-investments, and accounts managed by third parties. Copperplate Capital does not allow investors to set limitations on their investment activities. The firm's related person serves as the general partner to certain funds.

Assets Under Management$210M
Clients3
AdvisorsN/A
Avg. per Client$69M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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Copperplate Capital LLC | TrueAdvisor