Asset Manager

Updated:

Citrin Cooperman & Company

Citrin Cooperman & Company — a New York-based accounting, tax, and advisory firm.

Citrin Cooperman & Company

Citrin Cooperman & Company is a professional services firm providing accounting, tax, and advisory services rather than an investment entity deploying proprietary capital. The firm operates in the business services sector with its headquarters in New York, United States. The firm's core operations center on client service delivery in audit, tax compliance, and business advisory rather than principal investing, asset allocation, or fund management. No public record indicates the firm maintains an investment portfolio, makes direct investments, or operates any investment vehicles. Without publicly available data on team size, deployment, or investment activities, the firm's profile as an institutional allocator or family office cannot be substantiated. No verifiable positions, deals, or co-investments exist in the public domain. Citrin Cooperman's structural model is that of a partnership-based professional services organization rather than a capital allocator. The firm does not maintain a disclosed investment arm, philanthropic foundation, or co-investment club alongside external general partners.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Joel Cooperman

Co-Founder

Niles Citrin

Co-Founder

Sector focus

Business Services

Frequently asked questions

Does Citrin Cooperman & Company manage an investment portfolio?

No. Citrin Cooperman & Company is an accounting, tax, and advisory firm. There is no public record of the firm operating an investment portfolio, making direct investments, or managing capital as a family office or fund manager.

Who founded Citrin Cooperman & Company?

The firm was founded by Joel Cooperman and Niles Citrin. It operates in the professional services sector, not as an investment entity.

What does Citrin Cooperman & Company actually do?

The firm provides accounting, audit, tax, and business advisory services to clients. Its revenue model is fee-for-service professional work rather than asset management or principal investing.

Does Citrin Cooperman & Company have any venture capital or private equity activity?

No venture capital or private equity activity is disclosed in public records. The firm's structure and operations are consistent with a traditional professional services partnership, not an investment platform.

Where is Citrin Cooperman & Company headquartered?

The firm is headquartered in New York, United States. Additional office locations are not verified in available public sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo