The COOPER/HAIMS ADVISORS, LLC is a privately held investment adviser that advises $6.78Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. COOPER/HAIMS ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 900.46% over the last 5-years.
The Group has been registered with the SEC for 23.68 years and is comprised of 3 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 120 OFFICE PARK WAY, PITTSFORD, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 47 employees comprised of 26 investment and 21 non-investment staff. The total number of Employees increased by 235.71% over the last 5-years.
Their $6.78Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 144 other accounts. Assets of High Net Worth Individuals clients own $3.52Bn or 51.95% of Total Assets and Charitable Organizations own $2.75Bn or 40.58% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
COOPER/HAIMS ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.