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Citrin Cooperman & Company
Citrin Cooperman & Company is an SEC-registered investment adviser in New York, NY, registered since 2021. The firm manages $1.7 billion in regulatory assets,...
Citrin Cooperman & Company
Citrin Cooperman & Company is an SEC-registered investment adviser in New York, NY, registered since 2021. The firm manages $1.7 billion in regulatory assets, $203 million on a discretionary basis. It has 9 employees and 9 investment advisers.
General information
Firm type
Asset Manager
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
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 Altss 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.
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