THE COPIA GROUP

RIASEC RegisteredEst. 2025
Total AUM
$115M
Discretionary
$115M
100% of AUM
Avg account
$115M
Accounts
1
Employees
7
Advisory reps
2

Firm details

Headquarters
CHICAGO, Illinois
CRD number
327954
Registered since
December 17, 2025
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Copia Group is organized as a limited liability company operating as a private equity fund manager focused on pooled investment vehicles. The firm is registered with the SEC and targets institutional clients. It functions not only as an adviser but also as a sponsor, general partner and managing member of pooled funds, which means it both structures vehicles and provides ongoing portfolio management for those vehicles. The firm’s fee framework combines a percentage-of-AUM component with performance-based fees, consistent with private equity economics. The Copia Group does not identify as an active ESG investor and is not presented as a multi‑state adviser. Its investment activity centers on private markets: the firm runs at least one private equity vehicle and uses that structure to deploy capital on behalf of a single institutional client. Given its sponsor/GP role, Copia is likely to combine direct fund management with select allocations to external managers when it makes sense for portfolio construction or access.

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

1 of 1
  • TODD SCHNEIDER

    Chief Financial Officer & Chief Compliance OfficerCRD 5904177

Contacts

1 of 1
  • SHUNDRAWN THOMAS

    ManagerCRD 2502250

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
141 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth