Copeland Capital Management, LLC
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
FINTRXOverview
Copeland Capital Management, LLC is an SEC-registered institutional RIA (registered in 2007) that manages discretionary portfolios for individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individual/small business clients, investment companies, pooled investment vehicles and institutions. Its filings indicate a primary preference for equities and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4
Mark Giovanniello
Chief Investment OfficerCRD 4658052
Eric Brown
Chief Executive Officer, Portfolio ManagerCRD 2355012
Steven Adams
Chief Operating & Financial OfficerCRD 4307159
Contacts
3 of 11
David Mcgonigle
Portfolio Manager, Research AnalystCRD 4470926
Clayton Saltijeral
Vice President, Regional DirectorCRD 4157556
Coby Schwartz
Regional DirectorCRD 7029123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$2.4M in ETFs
100%
$2.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $1.2M | 4,375 | 51.90% |
Location
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 161 Washington St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Pitcairn
RIAConshohocken, PA
Cloverlay Investment Management, LLC
RIAConshohocken, PA
Arin Risk Advisors LLC
RIAConshohocken, PA
Compass Ion Advisors, LLC
RIAConshohocken, PA
Electra Capital
RIAConshohocken, PA
Ironview Capital Management, LLC
RIAConshohocken, PA