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| Copeland Capital Management LLC
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|---|---|
| CRD # | 135822 |
| SEC # | 801-68586 |
| CIK # | |
| AUM | 4,063.2 M (2026-02-26) |
| Employees | 30 (53% Investors, 23% Brokers) |
| Fees | |
| Minimum | |
| Phone | 484-351-3700 |
| Address | 161 Washington Street Conshohocken, PA 19428 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Brookwood Capital Fund LP | [2012-12-20] | 4.5 M | 10.0 M |
| Filed 2012-10-02 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Katama Capital Fund LP | [2012-03-28] | 6.0 M | 2.6 M |
| Filed 2017-03-07 (D/A) · Exemption 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 964 | 0.2 |
| (b) Individuals (high net worth individuals) | 943 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 19 | 0.6 |
| (h) Charitable organizations | 13 | 0.3 |
| (i) State or municipal government entities | 10 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.1 |
| (m) Corporations or other businesses not listed above | 24 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,983 | 4.1 |
| By Discretionary | ||
| Discretionary | 1,983 | 4.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,983 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 3.8 | |
| Total | 1,983 | 4.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Katama GP LLC | Director | 4 | 2 | |
| Erik Granade | Executive Officer | 1 | 1 | |
| Brookwood Global Advisors LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 19 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 549300F580MX332YTG45 |
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