Cooper/Haims Advisors, LLC
● SEC registered since 2002CRD 124122SEC# 801-61599Victor, NY
Reg. AUM
$1.15B
Employees
19
Accounts
1,640
Location
Victor, NY
Cooper/Haims Advisors, LLC assets under management
Cooper/Haims Advisors, LLC operates as an SEC-registered investment adviser based in Victor, NY. The firm has been registered since 2002. It reports $1.2 billion in regulatory assets under management and employs 19 people.
Cooper/Haims Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Norris Jones Control | Managing Director | Under 5% | 2025 |
| Esl Holdco, LLC Control | Sole Member | Over 75% | 2026 |
| Joelle Lauren Donahoe | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Cooper/Haims Advisors, LLC manage?
Cooper/Haims Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Cooper/Haims Advisors, LLC have?
Cooper/Haims Advisors, LLC reports 19 employees.
Where is Cooper/Haims Advisors, LLC located?
Cooper/Haims Advisors, LLC is based in Victor, NY and has been SEC-registered since 2002.
Does Cooper/Haims Advisors, LLC disclose fund performance?
Cooper/Haims Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Square Drive, Suite 210, Victor, NY 14564 |
| Phone | 585-248-6400 |
| Fax | 585-248-6410 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1654033 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.15B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.15Bregulatory AUM
Discretionary $1.15B