# COPPER BEECH TREE LLC

COPPER BEECH TREE LLC of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 151476
- Type: SEC-registered investment adviser
- SEC file number: 801-70606
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151476/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151476/similar
- Related entities: https://search.stillhousedata.com/firm/151476/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151476

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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.