SourcingSourcing

COOPERATIVE FUNERAL FUND INC

C41
CRD 107631·SEC 801-35190·MADISON, CT
AUM
$727.8M
$500M-$1B
Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COOPERATIVE FUNERAL FUND INC
CRD
107631
SEC file #
801-35190
EIN
—
DBA names
—

Economics

AUM
$727.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$574.3M → $727.8M▲ +27%
Client mix
Other1,250

Operations

Employees (total)
20
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
MADISON CT
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
cffinc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MANNIX, MARK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MANNIX, MARK
MANNIX, TODD, DYLAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CFFINC.COM
Rdap Domain Creation Date
1997-07-25T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Wells Fargo4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-24T04:00:00Z
Rdap Domain Last Changed
2024-07-05T14:46:43Z
Rdap Nameservers
Ns71.worldnic.comNs72.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2593931
Trust Company Affiliate
No

People (2)

2
MANNIX, MARK
IAR · Direct Owner · 87.5%
2593931
MANNIX, TODD, DYLAN
Executive Officer · 2.5%
2349246