AdvisorOS Directory
Claim Profile
SD

Stephen Patrick Dexter

COPPER ROCK CAPITAL PARTNERS LLC·BOSTON, Massachusetts
Unclaimed Profile
200 CLARENDON STREET, BOSTON, MA 02116CRD# 1470607Firm CRD# 134176
01

About

Stephen Patrick Dexter 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# 1470607
Firm CRD# 134176
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephen Patrick Dexter offer?
Stephen Patrick Dexter specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Stephen Patrick Dexter's credentials?
Stephen Patrick Dexter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Patrick Dexter located?
Stephen Patrick Dexter 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 Stephen Patrick Dexter charge for services?
Stephen Patrick Dexter'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COPPER ROCK CAPITAL PARTNERS LLC

David Craig Cavanaugh
BOSTON, MA
David Harry Shea
BOSTON, MA
Denise Dolores Selden
BOSTON, MA
Jeffrey Ryan Golden
BOSTON, MA
Peter Jon Hadelman
BOSTON, MA
Gregory Theodore Poulos
BOSTON, MA

More Advisors in BOSTON, Massachusetts

Erik J Anderson
SPRING LAKE EQUITY GP LLC·BOSTON, MA
Abigail Marie Armstrong
SIGNATOR INVESTORS, INC.·BOSTON, MA
Mitchell Evan Harris
HARBOURVEST PARTNERS, LLC·BOSTON, MA
Andrew Clive Rice
JOHCM (USA) INC·BOSTON, MA
Brian Basil Heapps
SIGNATOR INVESTORS, INC.·BOSTON, MA
Carmen Joseph Scarpa
SPRING LAKE EQUITY GP LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile