PPrivate Fund Data Log in Join · $37/mo

Citrin Cooperman Advisors, LLC

MemberCitrin Cooperman Wealth Management, LLC

About Citrin Cooperman Advisors, LLC

Citrin Cooperman Advisors, LLC is listed as Member at Citrin Cooperman Wealth Management, LLC in New York, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Citrin Cooperman Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Citrin Cooperman Advisors, LLC work?

Citrin Cooperman Advisors, LLC is listed as Member at Citrin Cooperman Wealth Management, LLC on SEC Form ADV.

How much of Citrin Cooperman Wealth Management, LLC does Citrin Cooperman Advisors, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Citrin Cooperman Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2021