Copeland Capital Management LLC

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Assets, Funds, Holdings

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Copeland Capital Management LLC
CRD #135822
SEC #801-68586
CIK #0001541743
AUM $4.8 BB (2024-03-28)
Employees 29 (52% Investors, 24% Brokers)
Phone484-351-3700
Address161 Washington Street
Conshohocken, PA 19428
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02003201020172025
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 ($BB)
6.04.83.62.41.20.02013201720212025
Type Form D Funds Date Sold ($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
Katama GP LLC 4
Brookwood Global Advisors LLC 1
Erik Granade 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001541743]
SC 13G [0001541743]
Form 13D/13G Filer Form 13D/13G Subject Filed
Copeland Capital Management LLC Stevanato Group Spa [2024-01-22]
Copeland Capital Management LLC Shoe Carnival Inc [2024-01-22]
Copeland Capital Management LLC Lemaitre Vascular Inc [2024-01-22]
Copeland Capital Management LLC CRA International Inc [2024-01-22]
Copeland Capital Management LLC Stevanato Group Spa [2023-01-13]
Copeland Capital Management LLC Standex International Corp/De/ [2023-01-13]
Copeland Capital Management LLC Lemaitre Vascular Inc [2023-01-13]
Copeland Capital Management LLC Lemaitre Vascular Inc [2022-01-26]
Copeland Capital Management LLC Audiocodes Ltd [2022-01-26]
Copeland Capital Management LLC Aaron's Company Inc [2022-01-26]
Comparable Firms State AUM ($BB)
Arena Capital Advisors LLC
CA 4.9
SpiderRock Advisors LLC
IL 4.9
Bramshill Investments LLC
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
MN 4.8
CCM Partners LP
CO 4.8
Value Partners Hong Kong Limited
4.7
Stonegate Investment Group LLC
AL 4.6
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