Copperplate Capital

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3000 El Camino Real Ste 4-200, Palo Alto...

Revenue

<$5 Million

Industry

Finance Securities Trading Venture Capital & Private Equity
ZI Rank: 1
Signal Type
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ZI Rank
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About Copperplate Capital

Copperplate Capital Investment Services specializes in global multi-asset class portfolios aimed at preserving and enhancing wealth for families with a long-term, multi-generational focus. The firm partners with premier investment managers to deliver superior risk-adjusted returns across a wide spectrum of public and private markets. Their seasoned team leverages experience through diverse market cycles to provide exceptional judgment and fiduciary duty. Copperplate is dedicated to building enduring relationships based on trust and alignment of interests, particularly with clients who are active in philanthropy.Explore more
Copperplate Capital's Social MediaPopular SearchesCopperplate Capital LLCCopperplate Global Partners LLCSIC Code 62,628NAICS Code 52,523Show more

Copperplate Capital Org Chart

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LD
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Director, Finance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Copperplate Capital

<$5M
1-10
Private
-
2014
LD
Laarni DeGuzmanDirector, Finance
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
11-50
Private
-
2008
Carl Berg, Managing Member at Catalyst Financial Partners
Carl BergManaging Member
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Copperplate Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Copperplate Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Copperplate Capital.

Copperplate Capital Tech Stack

A closer look at the technologies used by Copperplate Capital

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Frequently Asked Questions Regarding Copperplate Capital

What is Copperplate Capital's official website?
Copperplate Capital's official website is www.copperplatecapital.com
What is Copperplate Capital's Revenue?
Copperplate Capital's revenue is <$5 Million
What is Copperplate Capital's SIC code?
Copperplate Capital's SIC: 62,628
What is Copperplate Capital's NAICS code?
Copperplate Capital's NAICS: 52,523
How many employees does Copperplate Capital have?
Copperplate Capital has 1-10 employees
What industry does Copperplate Capital belong to?
Copperplate Capital is in the industry of: Finance, Securities Trading, Venture Capital & Private Equity
What is Copperplate Capital competition?
Copperplate Capital top competitors include: Catalyst Financial Partners, KStone Partners, Woodmont Investment Counsel, Journey Capital Advisers
What technology does Copperplate Capital use?
Some of the popular technologies that Copperplate Capital uses are: WordPress.org, PHP, GoDaddy DNS, GoDaddy Web Hosting
What does Copperplate Capital do?

Copperplate Capital Investment Services specializes in global multi-asset class portfolios aimed at preserving and enhancing wealth for families with a long-term, multi-generational focus. The firm partners with premier investment managers to deliver superior risk-adjusted returns across a wide spectrum of public and private markets. Their seasoned... team leverages experience through diverse market cycles to provide exceptional judgment and fiduciary duty. Copperplate is dedicated to building enduring relationships based on trust and alignment of interests, particularly with clients who are active in philanthropy.Read More

What are Copperplate Capital social media links?
Copperplate Capital Linkedin page
Is Copperplate Capital a public company?
Copperplate Capital is private company therefore does not currently have an official ticker symbol
See more information about Copperplate Capital

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