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 investment advisor organized as an LLC and operating since 2007. The firm positions itself as an institutional RIA that manages discretionary portfolios for individuals, families and a range of institutional clients. Its advisory services span separately managed accounts, pooled vehicles and investment companies, and the firm charges clients on a percentage-of-assets-under-management basis. The firm does not identify itself 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
Sofia Rosala
General Counsel and Chief Compliance OfficerCRD 3184911
Steven Adams
Chief Operating & Financial OfficerCRD 4307159
Mark Giovanniello
Chief Investment OfficerCRD 4658052
Contacts
3 of 12
Charles Barrett
Director of SalesCRD 2490925
Sean Duffy
Associate Regional DirectorCRD 7756398
Neil Adams
Vice President, Institutional SalesCRD 5797685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$23.3M in ETFs
100%
$23.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP ETF (IWR) | BlackRock | Passive | Mid Cap Blend | $22.2M | 201,371 | 95.53% |
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
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