Cooperative Funeral Fund Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Madison, CT. Its latest Form ADV filing, dated March 2, 2026, reports $728M in regulatory assets under management, 20 employees, and 1,250 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIrrevocable Trusts/Estates represent 100.0% of total clients.
Top client categories% of clientsClients
1
Irrevocable Trusts/Estates
100.0%
1,250
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$728Mas of March 2, 2026
Discretionary100.0%
$728M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$728M
Total Accounts1,250
10Y AUM Change+$224M (+44.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee63:1
10Y Employee Change+8 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.