DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

COPPERSMITH CAPITAL MANAGEMENT, LLC

CRD 170117

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92957162-268d-e28b-96fc-f636a7a86e3e

Data as of Oct 14, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Jun 6, 2014 to Oct 14, 2015
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Coppersmith Capital Management, LLC

Venture manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $117MItem 5.F on the latest filing (2015-10-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $117M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Accounts: 3
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $92.4Mgross asset value as reported per fund; never fund size
SEC number: 801-79910
CRD: 170117
Filings on the tape: 3
First filed: Jun 6, 2014
Latest filed: Oct 14, 2015
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
COPPERSMITH VALUE PARTNERS, LLC	Hedge Fund	$87.4M	Oct 14, 2015	4	Dec 20, 2013	reported	n/a
COPPERSMITH VALUE PARTNERS II, L.P.	Hedge Fund	$5.0M	Oct 14, 2015	2	Oct 14, 2015	reported	021-244360

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LANDE, JEROME, JAY	MANAGING PARTNER	D	yes	04/2012	Jun 6, 2014	Oct 14, 2015
ROSENBLUM, CRAIG	PARTNER AND CHIEF COMPLIANCE OFFICER	C	yes	04/2012	Jun 6, 2014	Oct 14, 2015

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 31, 2015	$85.1M	$85.1M	2	2	n/a	1	$85.1M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$117M	n/a	n/a	n/a	n/a	2	n/a	n/a	n/a

Relationships

Advises (2)

→ COPPERSMITH VALUE PARTNERS II, L.P.Private fundHedge Fund, IA
Oct 14, 2015 to presentfactForm ADV
→ COPPERSMITH VALUE PARTNERS, LLCPrivate fundHedge Fund, IA
Dec 20, 2013 to presentfactForm ADV

Controls (2)

← LANDE, JEROME, JAYOwnerMANAGING PARTNER, ownership code D, individual
Jun 6, 2014 to presentfactForm ADV
← ROSENBLUM, CRAIGOwnerPARTNER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jun 6, 2014 to presentfactForm ADV

Dated events

Occurred
Jun 6, 2014
First Form ADV filing
Coppersmith Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92957162-268d-e28b-96fc-f636a7a86e3e
First observed: Jun 6, 2014
Last observed: Oct 14, 2015 133 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COPPERSMITH CAPITAL MANAGEMENT, LLC

CRD 170117

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92957162-268d-e28b-96fc-f636a7a86e3e

Data as of Oct 14, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

COPPERSMITH VALUE PARTNERS, LLC

Hedge Fund

$87.4M

Oct 14, 2015

Dec 20, 2013

reported

n/a

COPPERSMITH VALUE PARTNERS II, L.P.

Hedge Fund

$5.0M

Oct 14, 2015

reported

021-244360

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LANDE, JEROME, JAY

MANAGING PARTNER

yes

04/2012

Jun 6, 2014

Oct 14, 2015

ROSENBLUM, CRAIG

PARTNER AND CHIEF COMPLIANCE OFFICER

yes

04/2012

Jun 6, 2014

Oct 14, 2015

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 31, 2015

$85.1M

n/a

$85.1M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$117M

n/a