DERBY COPELAND CAPITAL
Firm details
- Headquarters
- New York, New York
- CRD number
- 321102
- Registered since
- November 8, 2022
- Website
- www.derbycopeland.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Derby Copeland Capital is an LLC that registers as an investment manager focused on pooled private funds and real estate-related activities. The firm is SEC-registered (since 2022) and is structured around private equity and real estate fund sponsorship and management. Its client base is institutional, and the firm acts in roles that include sponsor, general partner, and managing member of pooled investment vehicles while also performing real estate brokerage activity. The firm’s economics combine percentage-of-assets fees with performance-based fees. Derby Copeland Capital is not positioned as a capital allocator to broad external manager lineups; rather, it runs and manages its own pooled vehicles and relationships tied to those vehicles. The firm does not list active ESG investing as part of its stated approach and is not flagged as a multistate adviser in the provided snapshot.
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
3 of 3Daniel Kaufman
Chief Financial OfficerCRD 7595638
Jesse Hutcher
Managing Partner and Chief Investment OfficerCRD 7595648
Steve Spanolios
Chief Operating OfficerCRD 7717353
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 41 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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