0001623025-20-000004.txt : 20200220 0001623025-20-000004.hdr.sgml : 20200220 20200220150057 ACCESSION NUMBER: 0001623025-20-000004 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200116 DATE AS OF CHANGE: 20200220 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: 20634437 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 12-31-2019 Y Cooperative Strategies, LLC 20-8903972 866-00227-00 867-01220 8955 Research Drive IRVINE CA 92618 949-250-8300 949-250-8301 Add 14142 Denver W Pkwy #280 Lakewood CO 80401 720-466-8680 Amend 4675 Lakehurst Ct Ste 200 Dublin OH 43016 614-798-8828 N 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
December CA 04-09-2007 N 50 7 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 Real estate broker or dealer 1 Add Real estate broker or dealer Susan Lee Miller Not Applicable N N N 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 CS Holdings, LLC 308 Lancaster Ave Wynnewood PA 19096 646-660-4040 Add Jesse D Serventi 03-06-2015 Mr. Serventi is a director of CS Holdings, LLC 308 Lancaster Ave Wynnewood PA 19096 484-416-0856 Add Benjamin Edward Dolinka 03-06-2015 Mr. Dolinka is a director of CS Holdings, LLC 8955 Research Drive Irvine CA 92618 9492508300 Cooperative Strategies, LLC (fka Dolinka Group, LLC) is 100% owned by CS Holdings, LLC (fka Dolinka Holdings, LLC). There are no changes to names of the indirect owners of Cooperative Strategies, LLC, other than the correction to show that Renovus GP, LLC is the General Partner of Renovus Capital Partners, LP. N N N N N N N N N N N N N N N N N N N N N N N N N N CS Holdings, LLC N 47-3245834 Member (Common Units) 03-06-2015 E Y Benjamin Edward Dolinka Chairman of the Board 04-09-2007 NA Y 000000000 Rachel Chiehyi Chang-Kwei Chief Compliance Officer/Partner 01-01-2008 NA N 000000000 CS Holdings, LLC Renovus Capital Partners, LP N 27-2930095 Member (Preferred Units) 03-06-2015 E Y Renovus Capital Partners, LP Renovus GP, LLC N 27-2929964 General Partner 06-24-2010 F Y Renovus GP, LLC Bradley L Whitman Managing Member 06-24-2010 F Y 000000000 Renovus GP, LLC Jesse D Serventi Managing Member 06-24-2010 F Y 000000000 Renovus GP, LLC Atif U Gilani Managing Member 06-24-2010 F Y 000000000 Renovus GP, LLC Frederick W Hill Managing Member 06-24-2010 F Y 000000000 Renovus GP, LLC William A Landman Managing Member 06-24-2010 F Y 000000000 CS Holdings, LLC N 47-3245834 Member (Common Units) 03-06-2015 E Y Benjamin Edward Dolinka Chairman of the Board 04-09-2007 NA Y 000000000 Delete Rachel Chiehyi Chang-Kwei Chief Compliance Officer/Partner 01-01-2008 NA N 000000000 CS Holdings, LLC Renovus Capital Partners, LP N 27-2930095 Member (Preferred Units) 03-06-2015 E Y Renovus Capital Partners, LP Renovus GP, LLC N 27-2929964 General Partner 06-24-2010 F Y Renovus GP, LLC Bradley L Whitman Managing Member 06-24-2010 F Y 000000000 Renovus GP, LLC Jesse D Serventi Managing Member 06-24-2010 F Y 000000000 Renovus GP, LLC Atif U Gilani Managing Member 06-24-2010 F Y 000000000 Renovus GP, LLC Frederick W Hill Managing Member 06-24-2010 F Y 000000000 Renovus GP, LLC William A Landman Managing Member 06-24-2010 F Y 000000000 Rachel C. Chang-Kwei Rachel C. Chang-Kwei Chief Compliance Officer/Partner 01-16-2020 N N N N N Y N Y N N N N N N N N Y N Y N N