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Copley Square Capital Management, LLC (Palm Beach Gardens)


Copley Square Capital Management, LLC is a large advisory firm based in Palm Beach Gardens. It manages $45.79 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida and Massachusetts.

Copley Square Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Copley Square Capital Management: assets under management

The assets under management (AUM) of Copley Square Capital Management, LLC is $45.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Copley Square Capital Management, LLC for their services and products based on a percentage of assets under management and fixed 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.

Based in Palm Beach Gardens

The principal office where Copley Square Capital Management, LLC performs its advisory services is located at 230 Montant Drive, Palm Beach Gardens, FL 33410, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561.775.2680 or by fax 561.775.2680. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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