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COPELAND CAPITAL MANAGEMENT, LLC
CRD 135822File 801-68586
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 2,599 | 1,983 | decreased by616 |
| Mar 1, 2026 | AUM | $4,947,657,452 | $4,063,157,512 | decreased by$884,499,940 |
| Mar 1, 2026 | Accounts | 2,599 | 1,983 | decreased by616 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 30 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,062 | 2,599 | increased by537 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,958,818,527 | $4,947,657,452 | increased by$988,838,925 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,062 | 2,599 | increased by537 |
| Apr 1, 2022 | Employees | 27 | 28 | increased by1 |
| Apr 1, 2022 | Clients | 1,698 | 2,062 | increased by364 |
| Apr 1, 2022 | AUM | $2,632,306,431 | $3,958,818,527 | increased by$1,326,512,096 |
| Apr 1, 2022 | Accounts | 1,698 | 2,062 | increased by364 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COPELAND CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COPELAND CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.