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Copper Harbor Investment Advisors, LLC

● SEC registered since 2015CRD 169978SEC# 801-81035Appleton, WI
Export (members)
Reg. AUM
$805M
Employees
6
Accounts
250
Location
Appleton, WI

Copper Harbor Investment Advisors, LLC assets under management

Copper Harbor Investment Advisors, LLC operates as an SEC-registered investment adviser based in Appleton, WI. The firm has been registered since 2015. It reports $805 million in regulatory assets under management and employs 6 people.
www.copperharbor.usView on SEC.gov ↗

Copper Harbor Investment Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Jesse Lincoln NelsonPartner, Member, Cco10-25%2019
Miranda Rae HoffmanPartner, Member10-25%2026
Ramon Garrido MateosPartner, Member10-25%2019
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Frequently asked questions

How much does Copper Harbor Investment Advisors, LLC manage?

Copper Harbor Investment Advisors, LLC reports $805 million in regulatory assets under management on its Form ADV.

How many employees does Copper Harbor Investment Advisors, LLC have?

Copper Harbor Investment Advisors, LLC reports 6 employees.

Where is Copper Harbor Investment Advisors, LLC located?

Copper Harbor Investment Advisors, LLC is based in Appleton, WI and has been SEC-registered since 2015.

Does Copper Harbor Investment Advisors, LLC disclose fund performance?

Copper Harbor Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 North Metro Drive, Suite a, Appleton, WI 54913
Phone(920)441-0300
Office hours8:00 a.m. To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$805M
Non-discretionary$0
Total (RAUM)$805M