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David Harry Shea

COPPER ROCK CAPITAL PARTNERS LLC·BOSTON, Massachusetts
Unclaimed Profile
200 CLARENDON STREET, BOSTON, MA 02116CRD# 5655054Firm CRD# 134176
01

About

David Harry Shea is a registered financial advisor based in BOSTON, Massachusetts, affiliated with COPPER ROCK CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
COPPER ROCK CAPITAL PARTNERS LLC
COPPER ROCK CAPITAL PARTNERS
AUM
$3.9B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at COPPER ROCK CAPITAL PARTNERS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5655054
Firm CRD# 134176
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Harry Shea offer?
David Harry Shea specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are David Harry Shea's credentials?
David Harry Shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Harry Shea located?
David Harry Shea is based in BOSTON, Massachusetts, working with COPPER ROCK CAPITAL PARTNERS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does David Harry Shea charge for services?
David Harry Shea's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COPPER ROCK CAPITAL PARTNERS LLC?
COPPER ROCK CAPITAL PARTNERS LLC has approximately 20 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COPPER ROCK CAPITAL PARTNERS LLC

David Craig Cavanaugh
BOSTON, MA
Denise Dolores Selden
BOSTON, MA
Jeffrey Ryan Golden
BOSTON, MA
Peter Jon Hadelman
BOSTON, MA
Gregory Theodore Poulos
BOSTON, MA
Michael Andrew Forrester
BOSTON, MA

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Research
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