Cooperneff Advisors Inc (New York)
Cooperneff Advisors Inc is a large advisory firm based in New York. It manages $266.13 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Cooperneff Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Cooperneff Advisors: assets under management
The assets under management (AUM) of Cooperneff Advisors Inc is $266.13 million. The firm's AUM has grown by 137% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Cooperneff Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Cooperneff Advisors Inc
Daniel James O'shaughnessy has been acting as President since 1 Mar 2000. Thomas Joseph Mahoney joined the executive team most recently as the Chief Operating Officer And Director.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in New York
The principal office where Cooperneff Advisors Inc performs its advisory services is located at 787 Seventh Avenue, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (212) 841-3697 or by fax (610) 491-1817. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at cooperneff.com.
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