Cooperative Funeral Fund Inc
● SEC registered since 1989CRD 107631SEC# 801-35190Madison, CT
Reg. AUM
$727.8M
Employees
20
Accounts
1,250
Location
Madison, CT
Cooperative Funeral Fund Inc assets under management
Cooperative Funeral Fund Inc is a registered investment adviser overseen by the SEC based in Madison, CT. The firm has been registered since 1989. It reports $727.8 million in regulatory assets under management and employs 20 people.
Cooperative Funeral Fund Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Mannix Control | President/ Chief Investment Officer | Over 75% | 1989 |
| Todd Dylan Mannix Control | Vice President / Chief Compliance Officer | Under 5% | 2011 |
Frequently asked questions
How much does Cooperative Funeral Fund Inc manage?
Cooperative Funeral Fund Inc reports $727.8 million in regulatory assets under management on its Form ADV.
How many employees does Cooperative Funeral Fund Inc have?
Cooperative Funeral Fund Inc reports 20 employees.
Where is Cooperative Funeral Fund Inc located?
Cooperative Funeral Fund Inc is based in Madison, CT and has been SEC-registered since 1989.
Does Cooperative Funeral Fund Inc disclose fund performance?
Cooperative Funeral Fund Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 74 Boston Post Road, Madison, CT 06443 |
| Phone | 800-336-1102 |
| Fax | 800-340-0000 |
| Office hours | 8:30 a.m. - 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$727.8M▲ 2%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$727.8Mregulatory AUM
Discretionary $727.8M