Copeland Capital Management, LLC

RIASEC Registered

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 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.