COPPERTREE, LTD.
COPPERTREE, LTD. of CINCINNATI, OH is an SEC-registered investment adviser (CRD 137553). Regulatory assets under management: $50.4M.
Registration
- CRD: 137553
- SEC file number: 801-66867
- Type: Registered investment adviser
- 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 | — |
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