COPPER BEECH TREE LLC
COPPER BEECH TREE LLC of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser (CRD 151476). Regulatory assets under management: $95.1M.
Registration
- CRD: 151476
- SEC file number: 801-70606
- Type: Registered investment adviser
- Location: 33 BLOOMFIELD HILLS PARKWAY, SUITE 100, BLOOMFIELD HILLS, MI, 48304
- Phone: 248-203-2030
- Latest filing: 2017-03-22
- Regulatory AUM: $95.1M
- Discretionary AUM: $92.6M
- Non-discretionary AUM: $2.5M
- Clients: 4
- Accounts: 318
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| BROWN DAVID JAMES | CEO, MEMBER; CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BERRY DAVID | CHIEF INVESTMENT OFFICER | — |
| CLAPHAM KIMBERLEY ANN | CHIEF COMPLIANCE OFFICER | — |
| CSERNATONI LEVENTE | INVESTMENT COMMITTEE | — |
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