Investment adviser · CRD 174528
COPPERPLATE CAPITAL LLC
Investment adviser filing (IA)
MENLO PARK, CA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $294M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Pooled investment vehicles | 3 | $293,713,791 | 100.0% |
Filing source
Form ADV 2064300 · Mar 31, 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
3 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.
COPPERPLATE PARTNERS LPHedge Fund · Last reported Mar 31, 2026$172MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE LTD.
PCAOB 5230
JP MORGAN CHASE BANK, NA
LEI 984500653R409CC5AB28
Fund details & source
- Fund ID
- 805-1942685415
- Reported beneficial owners
- 28
- Minimum commitment
- $1M
- Form D file number
- 021-233342
Form ADV 2064300 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COPPERPLATE INVESTMENTS LTD.Hedge Fund · Last reported Mar 31, 2026$95.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE LTD.
PCAOB 5230
JP MORGAN CHASE BANK, NA
LEI 984500653R409CC5AB28
Fund details & source
- Fund ID
- 805-8028472262
- Reported beneficial owners
- 6
- Minimum commitment
- $100K
Form ADV 2064300 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COPPERPLATE PRIVATE OPPORTUNITIES FUND LPPrivate Equity Fund · Last reported Mar 31, 2026$25.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE LTD.
PCAOB 5230
JP MORGAN CHASE BANK, NA
LEI 984500653R409CC5AB28
Fund details & source
- Fund ID
- 805-1096724360
- Reported beneficial owners
- 6
- Minimum commitment
- $250K
Form ADV 2064300 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
2744 SAND HILL RD, SUITE 100MENLO PARK, CA, 94025, United States
CRD 174528
Filing source
Form ADV 2064300 · Mar 31, 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.