0001623025-23-000003.txt : 20230516 0001623025-23-000003.hdr.sgml : 20230516 20230516090128 ACCESSION NUMBER: 0001623025-23-000003 CONFORMED SUBMISSION TYPE: MA/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230425 DATE AS OF CHANGE: 20230516 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: 23925711 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 Justin Rich 949-500-3432 JRich@coopstrategies.com JRich@coopstrategies.com edgar@halyardcompliance.com Cooperative Strategies, LLC 20-8903972 866-00227-00 867-01220 2855 MICHELLE DRIVE SUITE 230 IRVINE CA 92606 949-250-8300 949-250-8301 Add 4675 Lakehurst Ct Ste 200 Dublin OH 43016 614-798-8828 Add 12600 W. Colfax Ave Bldg A-250 Lakewood CO 80215 720-466-8680 N www.coopstrategies.com Justin Robert Rich

2855 Michelle Drive, Suite 230 Irvine CA 92606

949-250-8334 949-250-8301 jrich@coopstrategies.com December CA 04-09-2007 N 26 4 0 0 0 1 Municipal Entities 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Not Applicable Advice Insurance Of MS Advice On Selection Y Activities related to Facility Planning Services, including Assessment Services, Planning Services and Building Services. 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 Scott Alan Newell 12-01-2018 CEO of Cooperative Strategies, LLC 12600 W. Colfax Ave Bldg A-250 Lakewood CO 80215 720-466-8680 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 Scott Alan Newell CEO 12-01-2018 NA Y 000000000 Justin Robert Rich Chief Compliance Officer and Senior Director 01-08-2021 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 Scott Alan Newell CEO 12-01-2018 NA Y 000000000 Justin Robert Rich Chief Compliance Officer and Senior Director 01-08-2021 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 Justin Rich Justin Rich CCO 04-25-2023 N N N N N Y N Y N N N N N N N N Y N Y N Y