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COPELAND CAPITAL MANAGEMENT, LLC
CRD 135822 · SEC 801-68586
161 WASHINGTON STREET, SUITE 1325, CONSHOHOCKEN, PA, 19428, United States
Phone
(484) 351-3700
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.06B
Discretionary AUM
$4.06B
Team
30 total employees; 16 advisory reps; 19 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 964 | $249.3M |
| High net worth individuals | 943 | $1.14B |
| Investment companies | 7 | $632.4M |
| Pooled investment vehicles | 2 | $107.9M |
| Pension/profit sharing plans | 19 | $649.6M |
| Charitable organizations | 13 | $255.3M |
| State/municipal entities | 10 | $791.5M |
| Sovereign wealth funds | 1 | $55.6M |
| Corporations/business entities | 24 | $185.4M |
States served
AL, AZ, CA, CO, DE, DC, GA, IL, IN, KY, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD