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Copeland Capital Management LLC
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CRD # | 135822 |
SEC # | 801-68586 |
CIK # | 0001541743 |
AUM | $4.8 BB (2024-03-28) |
Employees | 29 (52% Investors, 24% Brokers) |
Phone | 484-351-3700 |
Address | 161 Washington Street Conshohocken, PA 19428 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
ENSG | 4.1 | 0.1 | |
EHC | 5.6 | 0.1 | |
HLNE | 2.6 | 0.1 | |
CASY | 7.1 | 0.1 | |
WING | 2.2 | 0.1 | |
TTEK | 7.1 | 0.1 | |
OLED | 5.2 | 0.1 | |
LMAT | 1.0 | 0.1 | |
SXI | 1.0 | 0.1 | |
KNSL | 5.1 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Brookwood Capital Fund LP | [2012-12-20] | 4.5 | 10.0 |
HF | Katama Capital Fund LP | [2012-03-28] | 6.0 | 2.6 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,281 | 0.3 |
(b) Individuals (high net worth individuals) | 1,040 | 1.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 7 | 0.7 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 2 | 0.2 |
(g) Pension and profit sharing plans | 23 | 1.1 |
(h) Charitable organizations | 44 | 0.3 |
(i) State or municipal government entities | 11 | 0.8 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 182 | 0.4 |
(n) Other | 0 | 0.0 |
Total | 2,590 | 4.8 |
By Discretionary | ||
Discretionary | 2,590 | 4.8 |
Non-Discretionary | 0 | 0.0 |
Total | 2,590 | 4.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.2 | |
United States Persons | 4.5 | |
Total | 2,590 | 4.8 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Katama GP LLC | 4 | ||
Brookwood Global Advisors LLC | 1 | ||
Erik Granade | 1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001541743] | |
SC 13G | [0001541743] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Arena Capital Advisors LLC
✚
|
CA | 4.9 |
SpiderRock Advisors LLC
✚
|
IL | 4.9 |
Bramshill Investments LLC
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|
FL | 4.8 |
Arnhold LLC
✚
|
NY | 4.8 |
DePrince Race & Zollo Inc
✚
|
FL | 4.8 |
Energy Income Partners LLC
✚
|
CT | 4.8 |
Disciplined Growth Investors Inc
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|
MN | 4.8 |
CCM Partners LP
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|
CO | 4.8 |
Value Partners Hong Kong Limited
✚
|
4.7 | |
Stonegate Investment Group LLC
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|
AL | 4.6 |