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COPELAND CAPITAL MANAGEMENT, LLC
CRD 135822File 801-68586
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.06B
Top 25% of cohort (national)
Discretionary AUM
$4.06B
Clients
1,983
1,983 accounts
Employees
30
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 19, 2007
- Principal office
- 161 WASHINGTON STREET, SUITE 1325, CONSHOHOCKEN, PA, 19428
- Phone
- (484) 351-3700
- Website
- HTTP://WWW.COPELANDFUNDS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.06B
- Discretionary AUM
- $4.06B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,983
- Non-discretionary accounts
- 0
- Total accounts
- 1,983
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $185.4M |
| Non-U.S. persons | 1 | $55.6M |
| Investment companies | 7 | $632.4M |
| Charitable organizations | 13 | $255.3M |
| High net worth individuals | 943 | $1.14B |
| Pooled investment vehicles | 2 | $107.9M |
| Pension and profit sharing plans | 19 | $649.6M |
| State or municipal government entities | 10 | $791.5M |
| Individuals (other than high net worth individuals) | 964 | $249.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.