CITRIN COOPERMAN WEALTH MANAGEMENT, LP
CRD #146374 SEC #801-69013 NEW YORK, NY 212-697-1000
SEC Registered
Total AUM
$1.5B
Discretionary
$795.6M
Employees
3
Clients
11
Accounts
709
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRUCKMAN ASSET MANAGEMENT LLC | DE | LIMITED PARTNER | NA | Control |
| BRUCKMAN ASSET MANAGEMENT LLC | DE | LIMITED PARTNER | NA | Control |
| BRUCKMAN ASSET MANAGEMENT LLC | DE | LIMITED PARTNER | NA | Control |
| BRUCKMAN ASSET MANAGEMENT LLC | DE | LIMITED PARTNER | NA | Control |
| BRUCKMAN ASSET MANAGEMENT LLC | DE | LIMITED PARTNER | NA | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | NA | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | NA | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | NA | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | NA | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | NA | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | NA | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | NA | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | NA | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | NA | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | NA | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | LIMITED PARTNER | NA | Control |
| COOPERMAN, JOEL, ARON | I | MANAGING MEMBER | NA | Control |
| COOPERMAN, JOEL, ARON | I | MANAGING MEMBER | NA | Control |
| COOPERMAN, JOEL, ARON | I | MANAGING MEMBER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | NA | Control |
| DOOLEY, MICHAEL | I | LIMITED PARTNER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | NA | Control |
| DOOLEY, MICHAEL | I | CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | NA | Control |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| MANDELOFF, ALAN, HARRY | I | PRESIDENT | NA | |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| PILAITIS, DAVID, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YAMPOLSKY, LAUREN, MASON | I | CHIEF COMPLIANCE OFFICER | NA | |
| YAMPOLSKY, LAUREN, MASON | I | CHIEF COMPLIANCE OFFICER | NA | |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN FINANCIAL ADVISORS, LP | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | GENERAL PARTNER | E | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | GENERAL PARTNER | E | Control |
| COOPERMAN, JOEL, ARON | I | MANAGING MEMBER | E | Control |
| COOPERMAN, JOEL, ARON | I | MANAGING MEMBER | E | Control |
| COOPERMAN, JOEL, ARON | I | MANAGING MEMBER | E | Control |
| COOPERMAN, JOEL, ARON | I | MANAGING MEMBER | E | Control |
| COOPERMAN, JOEL, ARON | I | MANAGING MEMBER | E | Control |
| BRUCKMAN ASSET MANAGEMENT LLC | DE | GENERAL PARTNER | B | Control |
| BRUCKMAN ASSET MANAGEMENT LLC | DE | GENERAL PARTNER | B | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | B | |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | B | |
| BRUCKMAN, DAVID, BENJAMIN | I | MANAGING DIRECTOR | B | |
| BRUCKMAN ASSET MANAGEMENT LLC | DE | LIMITED PARTNER | A | Control |
| BRUCKMAN ASSET MANAGEMENT LLC | DE | LIMITED PARTNER | A | Control |
| BRUCKMAN ASSET MANAGEMENT LLC | DE | LIMITED PARTNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| CITRIN COOPERMAN HOLDING COMPANY, LLC | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | F | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | BRUCKMAN ASSET MANAGEMENT LLC | E | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | BRUCKMAN ASSET MANAGEMENT LLC | E | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | BRUCKMAN ASSET MANAGEMENT LLC | E | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | BRUCKMAN ASSET MANAGEMENT LLC | E | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | BRUCKMAN ASSET MANAGEMENT LLC | E | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | BRUCKMAN ASSET MANAGEMENT LLC | E | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | BRUCKMAN ASSET MANAGEMENT LLC | E | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | BRUCKMAN ASSET MANAGEMENT LLC | E | Control |
| BRUCKMAN, DAVID, BENJAMIN | I | BRUCKMAN ASSET MANAGEMENT LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN FINANCIAL ADVISORS, LP | E | Control |
| CITRIN COOPERMAN & COMPANY, LLP | DE | CITRIN COOPERMAN HOLDING COMPANY, LLC | E | Control |
Registrations
Federal
IA
Mar 31, 2021 REGISTERED
Notice Filings (6)
CT MD NH NJ NY PA
Address
529 FIFTH AVENUENEW YORK, NY 10017
United States
Phone: 212-697-1000