Coppertree is a asset manager based in Cincinnati, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
At Coppertree, we're committed to one thing - helping multi-generational families. It's about more than sÌession planning or asset management, it's about building family enterprises that are Seven Generations StrongÀ3 . build unbreakable bonds and create lasting legacies.\ \ \
Investment types: Joint Venture/Partner, Venture Capital, Private Equity, Investment Funds
Sectors & themes: Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Equity/Mutual Funds, Investment Management, ETFs, Debt Management Finance, Financial Services, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 1101 St. Gregory St, Suite 225\\nCincinnati\\nOhio\\n45202\\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.