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COPELAND CAPITAL MANAGEMENT, LLC
CONSHOHOCKEN, PA
(484) 351-3700
SEC #801-68586Total AUM
$4.1B
Employees
30Clients
1,983Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
161 WASHINGTON STREET
SUITE 1325
CONSHOHOCKEN
PA 19428
United States
SUITE 1325
CONSHOHOCKEN
PA 19428
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
(484) 351-3700
Financials
Total AUM
$4.1B
Accounts
1,983Discretionary
$4.1B
Accounts
1,983Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
964AUM
$249.3M
HNW Individual Clients
943AUM
$1.1B
Investment Company Clients
7AUM
$632.4M
Pooled Vehicle Clients
2AUM
$107.9M
Pension/Profit Sharing Plan Clients
19AUM
$649.6M
Charitable Organization Clients
13AUM
$255.3M
Government Entity Clients
10AUM
$791.5M
Sovereign Wealth Fund Clients
1AUM
$55.6M
Corporation or Business Clients
24AUM
$185.4M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCDEFLGAILINKYLAMAMDMEMIMNMONCNENHNJNVNYOHOKPASCSDTNTXVAWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.