The COPELAND CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $4.06Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. COPELAND CAPITAL MANAGEMENT, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 54.36% over the last 5-years.
The Group has been registered with the SEC for 18.71 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 161 WASHINGTON STREET SUITE 1325, CONSHOHOCKEN, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 30 employees comprised of 16 investment and 14 non-investment staff. The total number of Employees increased by 11.11% over the last 5-years.
Their $4.06Bn in assets advised are owned by 2 private funds, 7 public funds and BDCs and 67 other accounts. Assets of High Net Worth Individuals clients own $1.14Bn or 27.96% of Total Assets and Government Entities and Pension Plans own $791.48mn or 19.48% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 9 types of clients, top clients are High Net Worth Individuals and Government Entities and Pension Plans.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
COPELAND CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.