Investment adviser · CRD 107631
COOPERATIVE FUNERAL FUND INC
Investment adviser filing (IA)
MADISON, CT, United States · Form ADV filed Mar 2, 2026
- Regulatory AUM
- $728M Form ADV · Item 5.F
- Client accounts
- 1,250 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 1,250 | $727,830,808 | 100.0% |
Filing source
Form ADV 2058519 · Mar 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 2, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
74 BOSTON POST ROADMADISON, CT, 06443, United States
CRD 107631
Filing source
Form ADV 2058519 · Mar 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.