Copia Investment Management, LLC
● SEC registered since 2025CRD 327954SEC# 801-134866Chicago, IL
Ranks #5,673 of 6,037 private fund managers by regulatory AUM.
Reg. AUM
$114.8M
Fund GAV
$114.8M
Private funds
1
Employees
7
Accounts
1
Location
Chicago, IL
Copia Investment Management, LLC assets under management
Copia Investment Management, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2025. It reports $114.8 million in regulatory assets under management and employs 7 people. Copia Investment Management, LLC manages 1 private fund with combined gross assets of $114.8 million, including Copia Credit Impact Fund I, LLC. By regulatory assets, it ranks 5,673 of 6,037 private fund managers.
Copia Investment Management, LLC private funds
1 funds · $114.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Copia Credit Impact Fund I, LLC | Private Equity | $114.8M | $250K |
Copia Investment Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shundrawn Antwarn Thomas Control | Founder & Managing Partner | Under 5% | 2023 |
| The Copia Group LLC Control | Member | Over 75% | 2023 |
| Todd Christopher Schneider Control | Chief Compliance Officer & Chief Financial Officer | Under 5% | 2023 |
| Xponance Diverse Opportunities Fund, LP | Member | 5-10% | 2024 |
| Hartford Healthcare Endowment | Limited Partner | 25-50% | 2021 |
| Shundrawn Antwarn Thomas Control | Member | Over 75% | 2023 |
| Shundrawn Antwarn Thomas Control | Sole Member | Over 75% | 2023 |
| The Copia Group Managing Member, LLC Control | Manager | — | 2023 |
| Xponance Advisors, LLC Control | General Partner | — | 2021 |
Frequently asked questions
How much does Copia Investment Management, LLC manage?
Copia Investment Management, LLC reports $114.8 million in regulatory assets under management on its Form ADV.
How many private funds does Copia Investment Management, LLC manage?
Copia Investment Management, LLC manages 1 private funds with combined gross assets of $114.8 million.
How many employees does Copia Investment Management, LLC have?
Copia Investment Management, LLC reports 7 employees.
Where is Copia Investment Management, LLC located?
Copia Investment Management, LLC is based in Chicago, IL and has been SEC-registered since 2025.
Does Copia Investment Management, LLC disclose fund performance?
Copia Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 141 W. Jackson Blvd, Suite 3540, Chicago, IL 60604 |
| Phone | 312-564-8521 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$114.8M▼ 3%
Oct '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,340 advisers
AUM vs fund managersTop 94%
Larger than 6% of 6,037 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 51%
More than 49% of 16,820 advisers
Assets under management
$114.8Mregulatory AUM
Discretionary $114.8M