← Back to searchVisit website
COPPERPLATE CAPITAL LLC
CRD 174528 · SEC 801-130132
2744 SAND HILL RD, SUITE 100, MENLO PARK, CA, 94025, United States
Phone
(650) 275-4313
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$293.7M
Discretionary AUM
$293.7M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $293.7M |
All web addresses on file
Official SEC filing: View on IAPD