DERBY COPELAND CAPITAL

RIASEC RegisteredEst. 2022
Total AUM
$396M
Discretionary
$396M
100% of AUM
Avg account
$132M
Accounts
3
Employees
18
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
321102
Registered since
November 8, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Daniel Kaufman

    Chief Financial OfficerCRD 7595638

  • Jesse Hutcher

    Managing Partner and Chief Investment OfficerCRD 7595648

  • Steve Spanolios

    Chief Operating OfficerCRD 7717353

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth