Copper Rock Capital Partners is a fund manager in Boston with $3.88 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
753179897
SEC advisor number
801-63900
FINRA CRD number
134176
AUM ?
$3.88 bn
(as of 12 Nov 20)
Accounts
28
(as of 12 Nov 20)
Employees
20
(9 investment advisory or research)
Address
Copper Rock Capital Partners
200 CLARENDON STREET, 51ST FLOOR
BOSTON
MA 02116
200 CLARENDON STREET, 51ST FLOOR
BOSTON
MA 02116
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
(617) 369-7100
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Copper Rock Employees L.P. | Member | 04/2005 | 25-50% |
Forrester, Michael, Andrew | Principal, Manager, Chief Executive Officer | 09/2007 | < 5% |
Dexter, Stephen, Patrick | Principal, Manager,chief Investment Officer, Chairman of the Board and Portfolio Manager | 01/2009 | < 5% |
Shea, David, Harry | Principal and Portfolio Manager | 01/2009 | < 5% |
Gates, Jeffrey, Robert | Principal and Chief Compliance Officer | 01/2010 | < 5% |
Copper Rock Kelp GP LLC | Sole General Partner | 06/2014 | |
Forrester, Michael, Andrew | Limited Partner | 06/2014 | 25-50% |
Spouting Rock Asset Management, LLC | Member | 07/2020 | 25-50% |
Spouting Rock Asset Management, LLC | Limited Partner | 07/2020 | 25-50% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Copper Rock Capital Partners | $3.88 bn | |
Copper Rock Emerging Markets Small Cap Equity Fund | $77.45 mm | Other Private Fund |
Copper Rock Global Small Cap Fund | $389.72 mm | Other Private Fund |
Copper Rock International Small Cap Fund | $670.26 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Oct 20
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Aug 20
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Aug 20
13F-HR
Quarterly holdings report by institutional manager
29 Jul 20
13F-HR
Quarterly holdings report by institutional manager
15 Apr 20
13F-HR
Quarterly holdings report by institutional manager
13 Jan 20
13F-HR
Quarterly holdings report by institutional manager
10 Oct 19
13F-HR
Quarterly holdings report by institutional manager
9 Jul 19
13F-HR
Quarterly holdings report by institutional manager
5 Apr 19
13F-HR
Quarterly holdings report by institutional manager
9 Jan 19