Copeland Capital Management, LLC is a large advisory firm based in Conshohocken. It manages $1.68 billion of regulatory assets for 1,400 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Arizona, California, and 32 other states.
Copeland Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Copeland Capital Management, LLC is $1.68 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5034% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Copeland Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Copeland Capital Management is investment companies with 6 clients and $558.91 million of assets under management. Among the 10 most similar advisory firms, Copeland Capital Management has the 3rd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $1.68 billion for 1,400 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Copeland Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.
The company employs 23 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Copeland Capital Management, LLC performs its advisory services is located at Eight Tower Bridge, Conshohocken, PA 19428, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (484) 351-3700 or by fax (484) 351-3658. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at copelandcapital.com.