THE COPIA GROUP
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 327954
- Registered since
- December 17, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
The Copia Group is organized as a limited liability company operating as a private equity fund manager focused on pooled investment vehicles. The firm is registered with the SEC and targets institutional clients. It functions not only as an adviser but also as a sponsor, general partner and managing member of pooled funds, which means it both structures vehicles and provides ongoing portfolio management for those vehicles. The firm’s fee framework combines a percentage-of-AUM component with performance-based fees, consistent with private equity economics. The Copia Group does not identify as an active ESG investor and is not presented as a multi‑state adviser. Its investment activity centers on private markets: the firm runs at least one private equity vehicle and uses that structure to deploy capital on behalf of a single institutional client. Given its sponsor/GP role, Copia is likely to combine direct fund management with select allocations to external managers when it makes sense for portfolio construction or access.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1TODD SCHNEIDER
Chief Financial Officer & Chief Compliance OfficerCRD 5904177
Contacts
1 of 1SHUNDRAWN THOMAS
ManagerCRD 2502250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 141 W Jackson Blvd
- Time zone
- CT (UTC-6)
- Office locations
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