Investment adviser · CRD 147831

COPPICE ASSET MANAGEMENT

Investment adviser filing (IA)

COPPICE ASSET MANAGEMENT, LLC

SYRACUSE, NY, United States · Form ADV filed Mar 29, 2016

Regulatory AUM
$31.7M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
0
Reported in this filing
Advisory professionals
0
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

COPPICE FUND I LLCOther Private Fund · Last reported Mar 29, 2016$3.39MGross asset value
Auditor YOUNT, HYDE AND BARBOUR WINCHESTER, Virginia, United States
Custodian CHARLES SCHWAB & CO., INC. ORLANDO, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-7627487075
Reported beneficial owners
19
Minimum commitment
$25K

Form ADV 995470 · Mar 29, 2016 · 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 29, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

101 S. SALINA ST., SUITE 750
SYRACUSE, NY, 13202, United States

CRD 147831

Filing source

Form ADV 995470 · Mar 29, 2016 · 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.