# Cooper Financial Investments

Cooper Financial Investments is a RIA based in Mesa, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mesa, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** cooperfinancialinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/cooper-financial-investments-llc

## Regulatory record

- **CRD number:** 285647
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285647

## About

Holistic Financial Planning — Estate Planning, Tax Minimization, Social Security Maximization & Retirement Solutions. | Whether you are a pre-retiree, retiree or conservative investor, we want you to have a better financial future. We want you to have financial success for the next 25 years and not go backwards over time, by building a more secure portfolio. Brad E.

## Sectors

- Real Estate
- Private Equity
- Hedge Funds

## People

- Peter Cooper — President

## Questions

### What is Cooper Financial Investments' investment mandate?

The firm allocates across real estate, private equity, and hedge funds, primarily in North America. It focuses on direct investments and fund commitments, though no specific stage or sector preferences are publicly documented (per the firm's official communications).

### What is the ownership structure of Cooper Financial Investments?

Cooper Financial Investments is a limited liability company, with Peter Cooper as the principal. The firm maintains a private, non-corporate structure, with no publicly listed ownership or formal external oversight.

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Last updated: 2026-07-06T01:24:14.597Z

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