COPPERTREE?, LLC
SEC file number 801-83167
· WORCESTER, MA
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
$212M
Discretionary AUM
$177.8M
Employees
4
Clients
—
Firm
- Address
- ONE KELLEY SQUARE
WORCESTER, MA 01610 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)