COPELAND CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2007

Total AUM

$4.1B

Discretionary

$4.1B

100% of AUM

Avg account

$2M

Accounts

1,983

Employees

Advisory reps

Firm details

Headquarters: CONSHOHOCKEN, Pennsylvania
CRD number: 135822
Registered since: November 19, 2007
Website: www.copelandcapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: HNWI27.96%
State / Municipal Government19.48%
Pension & Profit Sharing Plans15.99%
Investment Companies15.56%
Charitable Organizations6.28%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Copeland Capital Management, LLC is an SEC-registered investment adviser formed in 2007 and organized as a limited liability company under individual ownership. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its stated advisory activities center on discretionary portfolio management across a range of client types, including individuals and small businesses, investment companies, pooled investment vehicles and other institutional or business clients. The firm does not identify itself as an active ESG investor, does not report pension consulting or capital-allocation services, and is not flagged as a newly formed or related adviser.