Copeland Capital Management, LLC
● SEC registered since 2007CRD 135822SEC# 801-68586Conshohocken, PA
Reg. AUM
$4.06B
Employees
30
Accounts
1,983
Location
Conshohocken, PA
Copeland Capital Management, LLC assets under management
Copeland Capital Management, LLC operates as an SEC-registered investment adviser based in Conshohocken, PA. The firm has been registered since 2007. It reports $4.1 billion in regulatory assets under management and employs 30 people.
Copeland Capital Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Michael Barrett Control | Managing Member, Director Of Sales And Marketing | 5-10% | 2010 |
| David Brian McGonigle | Member, Portfolio Manager | 5-10% | 2009 |
| Edward Crawley Rorer Control | Managing Member, Chairman / Portfolio Manager | 10-25% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Copeland Capital Management, LLC manage?
Copeland Capital Management, LLC reports $4.1 billion in regulatory assets under management on its Form ADV.
How many employees does Copeland Capital Management, LLC have?
Copeland Capital Management, LLC reports 30 employees.
Where is Copeland Capital Management, LLC located?
Copeland Capital Management, LLC is based in Conshohocken, PA and has been SEC-registered since 2007.
Does Copeland Capital Management, LLC disclose fund performance?
Copeland Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 161 Washington Street, Suite 1325, Conshohocken, PA 19428 |
| Phone | (484) 351-3700 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.06B▼ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$4.06Bregulatory AUM
Discretionary $4.06B