COOPERATIVE FUNERAL FUND INC
Adviser information for COOPERATIVE FUNERAL FUND INC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 7 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,209 | $694.4M |
| Non-Discretionary | 0 | $0 |
| Total | 1,209 | $694.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 1,209 | $694.4M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesFUNERAL AND CEMETERY TRUST MANAGEMENT |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-35190 |
|---|---|
| SEC ERA File Number | 801-35190 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107631 |
| Legal Entity Identifier | None |
Principal Office
74 BOSTON POST ROADMADISON
CT
United States
Monday - Friday, 8:30 AM - 4:30PM
Tel: 800-336-1102, Fax: 800-340-0000
Chief Compliance Officer
TODD D. MANNIX
VICE PRESIDENT
74 BOSTON POST ROAD
MADISON
CT
United States
Tel:
800-336-1102
Fax:
800-340-0000
T****@*********M
(Full email address available in API data)
Regulatory Contact
MARK C. MANNIX
PRESIDENT / CHIEF INVESTMENT OFFICER
74 BOSTON POST ROAD
MADISON
CT
United States
Tel:
800-336-1102
Fax:
800-340-0000
M***@*********M
(Full email address available in API data)
Industry Affiliates
| MARK CURTIS MANNIX | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MANNIX, MARK | Individual | – | PRESIDENT/ CHIEF INVESTMENT OFFICER | 07/1989 | > 75% |
| MANNIX, TODD, DYLAN | Individual | – | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | 08/2011 | < 5% |