CITRIN COOPERMAN WEALTH MANAGEMENT, LP
SEC file number 801-69013
· NEW YORK, NY
https://citrincooperman.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.54B
Discretionary AUM
$795.6M
Employees
3
Clients
1
Firm
- Address
- 529 FIFTH AVENUE
NEW YORK, NY 10017 - Phone
- —
- Website
- https://citrincooperman.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
-
Cantata Wealth Management, LLC · D · Feb 19, 2025$2M