# CITRIN COOPERMAN WEALTH MANAGEMENT, LP

CITRIN COOPERMAN WEALTH MANAGEMENT, LP of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 146374
- Type: SEC-registered investment adviser
- SEC file number: 801-69013
- Location: 529 FIFTH AVENUE, NEW YORK, NY, 10017
- Phone: 212-697-1000
- Latest filing: 2021-03-31
- Regulatory AUM: $1.5B
- Discretionary AUM: $795.6M
- Non-discretionary AUM: $747.5M
- Clients: 3
- Accounts: 709

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| MANDELOFF ALAN HARRY | PRESIDENT | — |
| COOPERMAN JOEL ARON | MANAGING MEMBER | — |
| PILAITIS DAVID JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, DIRECTOR | — |
| BRUCKMAN DAVID BENJAMIN | MANAGING DIRECTOR; MANAGING MEMBER | — |
| YAMPOLSKY LAUREN MASON | CHIEF COMPLIANCE OFFICER | — |
| DOOLEY MICHAEL | CHIEF COMPLIANCE OFFICER, LIMITED PARTNER; LIMITED PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146374/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146374/similar
- Related entities: https://search.stillhousedata.com/firm/146374/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146374

---

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.