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| Derby Copeland Management Group LLC
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| |
|---|---|
| CRD # | 321102 |
| SEC # | 801-126844 |
| CIK # | 0001935086, 0001950668 |
| AUM | $168.6 MM (2024-02-01) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 646-860-9520 |
| Address | 41 Madison Avenue New York, NY 10010 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Derby Carroll Investor LLC | [2024-02-01] | 7.7 | 9.2 |
| PE | DCC OCF Feeder II LLC | [2023-11-20] | 0.0 | 0.0 |
| RE | Derby Copeland Capital Opportunistic Credit Fund LP | [2022-10-07] | 71.6 | 151.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 168.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 168.6 |
| By Discretionary | ||
| Discretionary | 3 | 168.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 168.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.6 | |
| Total | 3 | 168.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Daniel Kaufman | 8 | ||
| Jesse Hutcher | 7 | ||
| Steve Spanolios | 6 | ||
| Michael Malafronte | 3 | ||
| Jonathan Scibilia | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001935086] | |
| D | [0001950668] |
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