SEC Form ADV

COPE CONNELLY

Registered Investment AdviserVA

$151.1M

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: crd-311665
Location: ARLINGTON, VA
Filing Date: July 23, 2026
AUM: $151.1M
Total Clients: 21
Institutional Clients: 5
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCorporations

Private Funds

5 private funds reported on Form ADV Schedule D 7.B.1, $19.3M in combined gross assets.

CC ENVISION SPVPrivate Equity Fund$6.5M
CC CEREBRAS SPV LLCOther Private Fund$5.1M
CC HYPERSPECTRAL SPV, LLCOther Private Fund$2.6M
CC PERPLEXITY SPV, LLCOther Private Fund$2.5M
CC REGATTA HCRP SPVOther Private Fund$2.5M

About this Adviser

COPE CONNELLY is a registered investment adviser headquartered in ARLINGTON, VA, managing approximately $151.1M in assets across 21 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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