0001623025-16-000019.txt : 20160805
0001623025-16-000019.hdr.sgml : 20160805
20160805181117
ACCESSION NUMBER: 0001623025-16-000019
CONFORMED SUBMISSION TYPE: MA/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20160805
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Cooperative Strategies, LLC
CENTRAL INDEX KEY: 0001623025
IRS NUMBER: 208903972
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 867-01220
FILM NUMBER: 161812225
BUSINESS ADDRESS:
STREET 1: 8955 RESEARCH DR
CITY: IRVINE
STATE: CA
ZIP: 92618
BUSINESS PHONE: 9492508300
MAIL ADDRESS:
STREET 1: 8955 RESEARCH DR
CITY: IRVINE
STATE: CA
ZIP: 92618
FORMER COMPANY:
FORMER CONFORMED NAME: Dolinka Group, LLC
DATE OF NAME CHANGE: 20141022
MA/A
1
primary_doc.xml
MA/A
0001623025
XXXXXXXX
RACHEL C. CHANG-KWEI
9492508366
rchang@coopstrategies.com
Cooperative Strategies, LLC
20-8903972
866-00227-00
867-01220
8955 Research Drive
IRVINE
CA
92618
949-250-8300
949-250-8301
NewAdd
1869 W LITTLETON BLVD
LITTLETON
CO
80120
844-654-2421
N
8955 RESEARCH DR
IRVINE
CA
92618
www.coopstrategies.com
Rachel
Chiehyi
Chang-Kwei
Chief Compliance Officer/Partner
8955 Research Drive
Irvine
CA
92618
949-250-8300
949-250-8301
rchang@coopstrategies.com
Benjamin
Edward
Dolinka
8955 Research Drive
Suite 900
Irvine
CA
92618
949-250-8300
949-250-8301
bdolinka@coopstrategies.com
December
CA
04-09-2007
N
35
8
0
0
0
20
Municipal Entities
0
0
0
Not Applicable
Hourly Charges
Fixed Fees
Contingent Fees
Not Applicable
Advice Insurance Of MS
Advice On Selection
N
0
N
N
N
N
N
N
N
N
N
N
N
N
N
Add
Bradley
L
Whitman
03-06-2015
Mr. Whitman is a director of Dolinka Group, LLC.
308 Lancaster Ave
Wynnewood
PA
19096
646-660-4040
Add
Jesse
D
Serventi
03-06-2015
Mr. Serventi is a director of Dolinka Group, LLC.
308 Lancaster Ave
Wynnewood
PA
19096
484-416-0856
Add
Benjamin
Edward
Dolinka
03-06-2015
Mr. Dolinka is a director the President/CEO of Dolinka Group, LLC.
20 Pacifica
Suite 900
Irvine
CA
92618
9492508300
Cooperative Strategies, LLC (fka Dolinka Group, LLC) is 100% owned by CS Holdings, LLC (fka Dolinka Holdings, LLC), and Jasabe, LLC is no longer an affiliate. There are no changes to names of the indirect owners of Cooperative Strategies, LLC.
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
Y
N
CS Holdings, LLC
N
47-3245834
Member (Common Units)
03-06-2015
E
Y
Benjamin
Edward
Dolinka
President/CEO
04-09-2007
NA
Y
Rachel
Chiehyi
Chang-Kwei
Chief Compliance Officer/Partner
01-01-2008
NA
Y
Amend
CS Holdings, LLC
N
47-3245834
Member (Common Units)
03-06-2015
E
Y
Amend
Benjamin
Edward
Dolinka
President/CEO
04-09-2007
NA
Y
Add
Rachel
Chiehyi
Chang-Kwei
Chief Compliance Officer/Partner
01-01-2008
NA
Y
Add
Dolinka Holdings, LLC
Renovus Capital Partners, LP
N
27-2930095
Member (Preferred Units)
03-06-2015
E
Y
Add
Renovus General Partners, LP
Renovus GP, LLC
N
27-2929964
General Partner
06-24-2010
F
Y
Add
Renovus GP, LLC
Bradley
L
Whitman
Managing Member
06-24-2010
F
Y
Add
Renovus GP, LLC
Jesse
D
Serventi
Managing Member
06-24-2010
F
Y
Add
Renovus GP, LLC
Atif
U
Gilani
Managing Member
06-24-2010
F
Y
Add
Renovus GP, LLC
Frederick
W
Hill
Managing Member
06-24-2010
F
Y
Add
Renovus GP, LLC
William
A
Landman
Managing Member
06-24-2010
F
Y
Rachel C. Chang-Kwei
Rachel C. Chang-Kwei
Chief Compliance Officer/Partner
08-05-2016
N
N
N
N
N
Y
N
Y
N
N
N
N
N
N
N
N
Y
N
N
N