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Copper Beech Advisors
COPPER BEECH ADVISORS, LLC is a state-registered investment adviser in MALVERN, PA. The firm manages approximately $78 million in regulatory assets.
Overview
COPPER BEECH ADVISORS, LLC is a state-registered investment adviser in MALVERN, PA. The firm manages approximately $78 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1990
Location
Region
North America
Country
United States
City
Malvern
Corporate office
New York, NY, United States
Principals
Robert I. Usdan
Principal
Sector focus
Frequently asked questions
How does Copper Beech Advisors source deals?
The firm relies on a network of longstanding relationships, particularly in real estate, rather than public fundraising or a formal sourcing team. It frequently partners with operators and sponsors on direct transactions.
Does Copper Beech Advisors invest in funds or only direct deals?
The firm allocates capital to both direct investments, particularly in real estate, and external funds, including hedge funds. Its exact allocation split is not publicly disclosed.
What investment stages does Copper Beech Advisors typically target?
The firm is known for long-term, patient capital. In real estate, it often targets stabilized assets and value-add opportunities. In private equity, it participates in growth equity and buyout co-investments alongside established sponsors.
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