# COPPERTREE, LTD.

COPPERTREE, LTD. of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 137553
- Type: SEC-registered investment adviser
- SEC file number: 801-66867
- Location: 312 PLUM STREET, SUITE 1050, CINCINNATI, OH, 45202
- Phone: 513-579-1440
- Latest filing: 2007-03-21
- Regulatory AUM: $50.4M
- Non-discretionary AUM: $50.4M
- Clients: 1
- Accounts: 22

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| CASELLA MARK ALAN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, MEMBER | — |
| MCCONVILLE MATTHEW THURMAN | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137553/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137553/similar
- Related entities: https://search.stillhousedata.com/firm/137553/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137553

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.