# Paul R. Kopey & Associates

Paul R. Kopey & Associates is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1975
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 138346
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138346

## About

PAUL R. KOPEY & ASSOCIATES is a state-registered investment adviser with $13 million in regulatory assets under management. The firm manages $12 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Special Situations

## People

- Paul R. Kopey — Founder

## Questions

### Who runs investment decisions at Paul R. Kopey & Associates?

Paul R. Kopey, the founder, is the sole managing principal and primary investment decision-maker. He has run the firm since its 1975 founding in New York. No other investment professionals or partners are publicly named, and the firm has not announced any succession plan.

### How does the firm source its deal flow?

Deal flow comes predominantly from long-standing borrower relationships and professional networks in the New York metro area. Because the firm does not raise outside capital or compete for fund commitments, it does not market to institutional consultants or placement agents. Its sourcing model is relationship-driven rather than auction-based.

### What geographic markets does the firm cover?

Primary coverage is the New York metropolitan area, including New Jersey and Connecticut. The firm has selectively evaluated transactions in Florida and the Mid-Atlantic when existing borrower relationships led there, but it does not maintain offices or active origination teams outside New York.

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Last updated: 2026-06-03T20:00:00.000Z

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