Cooper Creek Partners Management LLC (New York)


Cooper Creek Partners Management LLC is a large advisory firm based in New York. It manages $352.17 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Cooper Creek Partners Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cooper Creek Partners Management: assets under management

The assets under management (AUM) of Cooper Creek Partners Management LLC is $352.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and $352.17 million of the total AUM is attributable to clients outside of the United States.

The firm manages $352.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $58.69 million each.
Cooper Creek Partners Management has custody of $352.17 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cooper Creek Partners Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cooper Creek Partners Management serves?

The only and largest group of clients of Cooper Creek Partners Management is pooled investment vehicles with 4 clients and $352.17 million of assets under management. Among the 8 most similar advisory firms, Cooper Creek Partners Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $352.17 million for 4 clients. 33% of the firm’s clients are foreign persons or businesses.

Cooper Creek Partners Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Cooper Creek Partners Management LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Alan Jeffrey Strasser joined the executive team most recently as the Analyst.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Erica Schacter Schwartz Member 1 Jun 2008 Other 6026818
Robert (Nmn) Schwartz Managing member/founder/portfolio manager/chief executive officer 1 Jun 2008 50% - 75% 4276093
John Thomas Mccleary Chief financial officer/chief compliance officer 1 Sep 2008 Other 4343731
Alan Jeffrey Strasser Analyst 1 Dec 2013 Other 4674131
Matthew Ford Sherwood Analyst 1 Dec 2013 Other 6315641

Based in New York

The principal office where Cooper Creek Partners Management LLC performs its advisory services is located at 501 Madison Ave, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-291-2852 or by fax 212-682-4063. The normal business hours are 8am - 6pm on Monday - Friday.