Mary & Pip Investments, LLC
● SEC registered since 2025CRD 338656SEC# 801-134550
Reg. AUM
$2K
Employees
2
Accounts
7
Location
—
Mary & Pip Investments, LLC assets under management
Mary & Pip Investments, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $2,214 in regulatory assets under management and employs 2 people.
Mary & Pip Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kara Barbara Cooke | Chief Investment Officer | Under 5% | 2026 |
| Mary Holland Nader Control | Managing Member & Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Mary & Pip Investments, LLC manage?
Mary & Pip Investments, LLC reports $2,214 in regulatory assets under management on its Form ADV.
How many employees does Mary & Pip Investments, LLC have?
Mary & Pip Investments, LLC reports 2 employees.
Does Mary & Pip Investments, LLC disclose fund performance?
Mary & Pip Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 212-281-9546 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2K▲ 307%
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$2Kregulatory AUM
Discretionary $2K