Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Citrin Cooperman Wealth Management, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
CITRIN COOPERMAN ADVISORS, LLCDirect owner · Schedule AInterest in CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
75%+
CITRUS INTERMEDIATE, LLCIndirect owner · Schedule BInterest in CITRIN COOPERMAN ADVISORS, LLC
75%+
NEW CP HOLDINGS, LLCIndirect owner · Schedule BInterest in CITRUS INTERMEDIATE, LLC
75%+
NUMBERS BLOCKER, LLCIndirect owner · Schedule BInterest in NUMBERS SPLITTER, LLC
75%+
ENTERPRISE HOLDING PTE LTDIndirect owner · Schedule BInterest in WESTHORPE INVESTMENT PTE. LTD.
75%+
GIC (VENTURES) PTE LTDIndirect owner · Schedule BInterest in ENTERPRISE HOLDING PTE LTD
75%+
SINGAPORE MINISTER FOR FINANCEIndirect owner · Schedule BInterest in GIC (VENTURES) PTE LTD
75%+
CDPQ DG/CR-780 INC.Indirect owner · Schedule BInterest in CDPQ FONDS 780, S.E.C.
75%+
CAISSE DE DÉPÔT ET PLACEMENT DU QUÉBECIndirect owner · Schedule BInterest in CDPQ DG/CR-780 INC.
75%+
NUMBERS SPLITTER, LLCIndirect owner · Schedule BInterest in NEW CP HOLDINGS, LLC
25% to < 50%
NUMBERS AGGREGATOR, LPIndirect owner · Schedule BInterest in NEW CP HOLDINGS, LLC
25% to < 50%
BCP 9 UPPER AGGREGATOR AIV L.P.Indirect owner · Schedule BInterest in NUMBERS AGGREGATOR, LP
25% to < 50%
WESTHORPE INVESTMENT PTE. LTD.Indirect owner · Schedule BInterest in NUMBERS BLOCKER, LLC
25% to < 50%
CDPQ FONDS 780, S.E.C.Indirect owner · Schedule BInterest in NUMBERS BLOCKER, LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Citrin Cooperman Wealth Management, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-27 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | MICHAEL DOOLEYCHIEF COMPLIANCE OFFICERIndividual | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER10/2021 | Schedule APDF page 27 |
| 2 | CITRIN COOPERMAN ADVISORS, LLCMEMBERDomestic entity | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | 75% or moreCode E | Yes | MEMBER10/2021 | Schedule APDF page 27 |
| 3 | CITRUS INTERMEDIATE, LLCMEMBERDomestic entity | CITRIN COOPERMAN ADVISORS, LLC | 75% or moreCode E | Yes | MEMBER10/2021 | Schedule BPDF page 28 |
| 4 | NEW CP HOLDINGS, LLCMEMBERDomestic entity | CITRUS INTERMEDIATE, LLC | 75% or moreCode E | No | MEMBER04/2025 | Schedule BPDF page 28 |
| 5 | NUMBERS SPLITTER, LLCMEMBERDomestic entity | NEW CP HOLDINGS, LLC | 25% to less than 50%Code C | No | MEMBER04/2025 | Schedule BPDF page 28 |
| 6 | NUMBERS AGGREGATOR, LPMEMBERDomestic entity | NEW CP HOLDINGS, LLC | 25% to less than 50%Code C | No | MEMBER04/2025 | Schedule BPDF page 28 |
| 7 | BCP 9 UPPER AGGREGATOR AIV L.P.LIMITED PARTNERDomestic entity | NUMBERS AGGREGATOR, LP | 25% to less than 50%Code C | No | LIMITED PARTNER04/2025 | Schedule BPDF page 28 |
| 8 | NUMBERS BLOCKER, LLCMEMBERDomestic entity | NUMBERS SPLITTER, LLC | 75% or moreCode E | No | MEMBER04/2025 | Schedule BPDF page 28 |
| 9 | WESTHORPE INVESTMENT PTE. LTD.MEMBERForeign entity | NUMBERS BLOCKER, LLC | 25% to less than 50%Code C | No | MEMBER04/2025 | Schedule BPDF page 28 |
| 10 | CDPQ FONDS 780, S.E.C.MEMBERForeign entity | NUMBERS BLOCKER, LLC | 25% to less than 50%Code C | No | MEMBER04/2025 | Schedule BPDF page 28 |
| 11 | BLACKSTONE MANAGEMENT ASSOCIATES IX L.P.GENERAL PARTNERDomestic entity | BCP 9 UPPER AGGREGATOR AIV L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER05/2024 | Schedule BPDF page 28 |
| 12 | ENTERPRISE HOLDING PTE LTDSHAREHOLDERForeign entity | WESTHORPE INVESTMENT PTE. LTD. | 75% or moreCode E | Yes | SHAREHOLDER08/2012 | Schedule BPDF page 28 |
| 13 | GIC (VENTURES) PTE LTDSHAREHOLDERForeign entity | ENTERPRISE HOLDING PTE LTD | 75% or moreCode E | Yes | SHAREHOLDER01/1994 | Schedule BPDF page 28 |
| 14 | SINGAPORE MINISTER FOR FINANCESHAREHOLDERForeign entity | GIC (VENTURES) PTE LTD | 75% or moreCode E | Yes | SHAREHOLDER03/1985 | Schedule BPDF page 28 |
| 15 | CDPQ DG/CR-780 INC.LIMITED PARTNERForeign entity | CDPQ FONDS 780, S.E.C. | 75% or moreCode E | Yes | LIMITED PARTNER02/2016 | Schedule BPDF page 28 |
| 16 | CDPQ GESTION FONDS 780 INCGENERAL PARTNERForeign entity | CDPQ FONDS 780, S.E.C. | Percentage not specifiedCode F | Yes | GENERAL PARTNER02/2016 | Schedule BPDF page 28 |
| 17 | CAISSE DE DÉPÔT ET PLACEMENT DU QUÉBECSHAREHOLDERForeign entity | CDPQ DG/CR-780 INC. | 75% or moreCode E | Yes | SHAREHOLDER02/2016 | Schedule BPDF page 28 |
| 18 | BCP 9 HOLDINGS MANAGER L.L.C.GENERAL PARTNERDomestic entity | NUMBERS AGGREGATOR, LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2025 | Schedule BPDF page 28 |
| 19 | BMA IX L.L.C.GENERAL PARTNERDomestic entity | BLACKSTONE MANAGEMENT ASSOCIATES IX L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2025 | Schedule BPDF page 28 |
| 20 | BLACKSTONE INC.GENERAL PARTNERDomestic entity | BLACKSTONE HOLDINGS II L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2025 | Schedule BPDF page 28 |
| 21 | BLACKSTONE HOLDINGS II L.P.ELECTED MANAGERForeign entity | BMA IX L.L.C. | Percentage not specifiedCode F | Yes | ELECTED MANAGER04/2025 | Schedule BPDF page 29 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/27/2026 1:10:16 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* 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.