COPPERTREE?, LLC
CRD #175222 SEC #801-83167 WORCESTER, MA (508) 719-8510
SEC Registered
Total AUM
$212M
Discretionary
$177.8M
Employees
4
Clients
0
Accounts
731
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $212M | $177.8M | $34.2M | 4 | 0 |
| Apr 2021 | $212M | $177.8M | $34.2M | 4 | 0 |
| Mar 2021 | $212M | $177.8M | $34.2M | 4 | 0 |
| May 2020 | $187.3M | $158.2M | $29.2M | 4 | 0 |
| Mar 2020 | $187.3M | $158.2M | $29.2M | 4 | 0 |
| Feb 2019 | $157.2M | $133.6M | $23.6M | 4 | 0 |
| Jun 2018 | $169M | $143.2M | $25.9M | 4 | 0 |
| Apr 2018 | $169M | $143.2M | $25.9M | 4 | 0 |
| Apr 2018 | $169M | $143.2M | $25.9M | 4 | 0 |
| Feb 2018 | $169M | $143.2M | $25.9M | 4 | 0 |
| Jul 2017 | $133.6M | $115M | $18.6M | 4 | 300 |
| Feb 2017 | $133.6M | $115M | $18.6M | 4 | 300 |
| Oct 2016 | $116.7M | $102.2M | $14.5M | 4 | 200 |
| Feb 2016 | $116.7M | $102.2M | $14.5M | 4 | 200 |
| Dec 2015 | $115.5M | $101M | $14.5M | 4 | 0 |
| Aug 2015 | $0 | $0 | $0 | 4 | 0 |
| Aug 2015 | $0 | $0 | $0 | 4 | 0 |
| Jul 2015 | $0 | $0 | $0 | 4 | 0 |
| May 2015 | $0 | $0 | $0 | 4 | 0 |
| May 2015 | $0 | $0 | $0 | 4 | 0 |
| Mar 2015 | $0 | $0 | $0 | 4 | 0 |
| Mar 2015 | $0 | $0 | $0 | 4 | 0 |
DateJun 2021
Total AUM$212M
Discretionary$177.8M
Non-Disc.$34.2M
Employees4
Clients0
DateApr 2021
Total AUM$212M
Discretionary$177.8M
Non-Disc.$34.2M
Employees4
Clients0
DateMar 2021
Total AUM$212M
Discretionary$177.8M
Non-Disc.$34.2M
Employees4
Clients0
DateMay 2020
Total AUM$187.3M
Discretionary$158.2M
Non-Disc.$29.2M
Employees4
Clients0
DateMar 2020
Total AUM$187.3M
Discretionary$158.2M
Non-Disc.$29.2M
Employees4
Clients0
DateFeb 2019
Total AUM$157.2M
Discretionary$133.6M
Non-Disc.$23.6M
Employees4
Clients0
DateJun 2018
Total AUM$169M
Discretionary$143.2M
Non-Disc.$25.9M
Employees4
Clients0
DateApr 2018
Total AUM$169M
Discretionary$143.2M
Non-Disc.$25.9M
Employees4
Clients0
DateApr 2018
Total AUM$169M
Discretionary$143.2M
Non-Disc.$25.9M
Employees4
Clients0
DateFeb 2018
Total AUM$169M
Discretionary$143.2M
Non-Disc.$25.9M
Employees4
Clients0
DateJul 2017
Total AUM$133.6M
Discretionary$115M
Non-Disc.$18.6M
Employees4
Clients300
DateFeb 2017
Total AUM$133.6M
Discretionary$115M
Non-Disc.$18.6M
Employees4
Clients300
DateOct 2016
Total AUM$116.7M
Discretionary$102.2M
Non-Disc.$14.5M
Employees4
Clients200
DateFeb 2016
Total AUM$116.7M
Discretionary$102.2M
Non-Disc.$14.5M
Employees4
Clients200
DateDec 2015
Total AUM$115.5M
Discretionary$101M
Non-Disc.$14.5M
Employees4
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0