9AT: COPPERPLATE CAPITAL LLC

COPPERPLATE CAPITAL LLC

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COPPERPLATE CAPITAL LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 04/30/2024
Other registrations (3)	California, ERA - Withdrawn, 03/29/2024 California, ERA - Active, 09/04/2015 New Jersey, ERA - Withdrawn, 01/29/2015
Former registrations	COPPERPLATE CAPITAL LLC
ADV Location	MENLO PARK, CA, United States
Contact Info	(65 xxxxxxx
Websites

AUM^*	293,713,791 86%
of that, discretionary	293,713,791 86%
Private Fund GAV^*	293,713,791 41%
Avg Account Size	97,904,597 24%
SMA’s	No
Private Funds	3 1

Adviser Type

- Large advisory firm

Number of Employees 2 -33%

of those in investment advisory functions 1 -50%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

294M 252M 210M 168M 126M 84M 42M

2024 2025 2026

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Private Funds Structure

SEC Fund Type	Count	GAV
Fund TypeHedge Fund	Count2	GAV$267,912,222
Fund TypePrivate Equity Fund	Count1	GAV$25,801,569

Pie Radar

GAV Count

Brochure Summary

Overview

Copperplate Capital LLC (the “Firm”) is a Delaware limited liability company that was formed in June 2014 to build and manage primarily global, multi-asset class portfolios. The principal owners of the Firm are Sunil Gottipati and Edward B. Karns (together, the “Principals”). The Firm provides discretionary investment advice to one or more private funds (each a “Fund” and collectively, the “Funds”). The Firm may also provide investment advice to additional private funds in the future. References throughout this document to “clients” refer to the current Funds and any other private funds that the Firm may advise in the future (and not to the investors in the Funds (“Investors”)). A predominant portion of the investment portfolios of the Funds consists of interests in private investment vehicles (e.g., investment funds, co-investments, special purpose vehicles and joint ventures) or accounts managed by or invested alongside third parties or other investment advisers. Client accounts are managed in accordance with their own investment and trading objectives, as described in their respective offering

documents and governing agreements (collectively, the “Governing Documents”). The Firm does not permit Investors to impose limitations on the investment activities described in the Funds’ Governing Documents. Copperplate Global Partners LLC, or another of the Firm’s related persons, serves as the general partner or in a similar capacity (each a “Copperplate GP”) to certain Funds. The Firm does not participate in wrap fee programs. As of December 31, 2023, the Firm managed approximately $157,983,872 of regulatory assets under management on a discretionary basis. The Firm does not manage any assets on a non-discretionary basis. Note that the private funds managed by the Firm are fund of funds. In determining the values of such Funds, the Firm relies on financial information from the Underlying Managers (as defined below) of the funds in which such private funds invest. As of the date of this filing, such financial information has not been fully provided for the period ending December 31, 2023. Accordingly, information regarding the assets of the Firm and the private funds it manages are estimated.

COPPERPLATE CAPITAL LLC

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Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Brochure Summary

Overview