Bank / Wealth / TrustRIA · CRD 124122SEC-Registered

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Cooper/Haims Advisors

Cooper/Haims Advisors registered as an investment advisor in 2002. The firm provides wealth management services from its office in Victor, New York.

Cooper/Haims Advisors

Cooper/Haims Advisors registered as an investment advisor in 2002. The firm provides wealth management services from its office in Victor, New York. No asset-class allocations, named holdings, or co-investors appear in available records. The firm does not publish fund commitments, direct deals, or geographic deployment details beyond its headquarters location. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm follows a conventional RIA model with no identified succession structure or hybrid vehicles.

General information

Firm type

Wealth Manager

Year founded

2002

AUM

446 (Altss estimate)

Location

Region

North America

Country

United States

City

Victor

Corporate office

1501 Pittsford Victor Rd Suite 101, Victor, NY, United States

Frequently asked questions

Who runs investment decisions at Cooper/Haims Advisors?

No named principals or CIO appear in public records.

Does Cooper/Haims Advisors participate in fund commitments or only direct deals?

No information on fund commitments or direct deals is available.

What investment stages does Cooper/Haims Advisors typically target?

No stage preferences are disclosed in available sources.

Where does the underlying wealth come from?

Wealth origin is not publicly attributed to any specific family or founder.

Is Cooper/Haims Advisors structured as a single family office?

The firm operates as a registered investment advisor, not a disclosed single-family office.

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.

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