Copper Creek Financial Services

Copper Creek Financial Services is a private boutique wealth management firm located in Beverly Hills, California. We cater exclusively to high-net-worth individuals and families along with select foundations and endowments.

A relationship with Copper Creek Financial Services begins with a conversation. We ask about our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan. To execute the plan, we leverage the intellectual capital of Copper Creek. We offer strategic and tactical asset allocation and provide a range of investment solutions including cash and alternative investments. For clients interested in brokerage services, we offer robust structuring and execution capabilities in all security and derivative products across all major global markets. We also provide select private banking services. Through it all, we offer attentive service and personal counsel. And as a client’s goals change, we can adjust his or her wealth management plan accordingly. Alternative investments entail substantial risks and may not be suitable for all investors.

Mission: We determine the economic value of potential investments currently and over the long term. Portfolio weights are driven by the proprietary views and research conviction of our investment teams. We review our positioning on a daily basis to ensure that these views are accurately reflected.

[05/22/16]   PRIVATE EQUITY

In finance, private equity is an asset class consisting of equity securities and debt in operating companies that are not publicly traded on a stock exchange.

A private equity investment will generally be made by a private equity firm, a venture capital firm or an angel investor. Each of these categories of investor has its own set of goals, preferences and investment strategies; however, all provide working capital to a target company to nurture expansion, new-product development, or restructuring of the company’s operations, management, or ownership.

Bloomberg Businessweek has called private equity a rebranding of leveraged-buyout firms after the 1980s. Common investment strategies in private equity include: leveraged buyouts, venture capital, growth capital, distressed investments and mezzanine capital. In a typical leveraged-buyout transaction, a private-equity firm buys majority control of an existing or mature firm. This is distinct from a venture-capital or growth-capital investment, in which the investors (typically venture-capital firms or angel investors) invest in young, growing or emerging companies, and rarely obtain majority control.

Private equity is also often grouped into a broader category called private capital, generally used to describe capital supporting any long-term, illiquid investment strategy.


History and development

Investments in private equity Edit

Diagram of the structure of a generic private equity fund
Although the capital for private equity originally came from individual investors or corporations, in the 1970s, private equity became an asset class in which various institutional investors allocated capital in the hopes of achieving risk adjusted returns that exceed those possible in the public equity markets. In the 1980s, insurers were major private equity investors. Later, public pension funds and university and other endowments became more significant sources of capital.[81] For most institutional investors, private equity investments are made as part of a broad asset allocation that includes traditional assets (e.g., public equity and bonds) and other alternative assets (e.g., hedge funds, real estate, commodities).

Copper Creek Financial Services's cover photo

Copper Creek

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11812 San Vicente Blvd
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