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- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-08-2020
- Office Locations
- 1
Office Locations
About Cope Connelly
COPE CONNELLY provides institutional-quality portfolio management across public equity and fixed income, plus sourcing and due diligence on private deals including venture, private equity, and real estate. The firm pairs investment work with M&A and cross-border tax advisory (capital gains/ordinary income planning, Section 1202, redomiciling and offshore structures) and offers family-office services like Addepar-based reporting and bill pay/bookkeeping for families and entities.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH MICHAEL COPE
Advisor, Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #4777695
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
KEVIN PATRICK COPE
Chief Investment Officer, Managing Partner
- CRD
- #2171115
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,094,700 | $427,176 |
| Non-Discretionary | $0 | -- |
| Total | $151,094,700 | $427,176 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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