Managing Member, Director of Sales and Marketing · Copeland Capital Management, LLC
Charles M. Barrett
CRD 2490925 · Named on Form ADV at one SEC-registered adviser
At a glance
Copeland Capital Management, LLC, an SEC-registered asset manager based in Conshohocken, PA with $4.1 billion in regulatory assets, lists Charles M. Barrett on its Form ADV as Managing Member, Director of Sales and Marketing, a control person.
Firms and roles
- Copeland Capital Management, LLCManaging Member, Director of Sales and MarketingAsset manager · Conshohocken, PA · $4.1B in regulatory assets
AtlasMembers
Charles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Eric C. BrownManaging Member, CEO / Portfolio Manager, Copeland Capital Management, LLC
- Edward C. RorerManaging Member, Chairman / Portfolio Manager, Copeland Capital Management, LLC
- Mark W. GiovannielloManaging Member, CIO / Portfolio Manager, Copeland Capital Management, LLC
- David B. McGonigleMember, Portfolio Manager, Copeland Capital Management, LLC
- Erik B. GranadeManaging Member, Head of International Equities / Portfolio Manager, Copeland Capital Management, LLC
2 more people named with Charles on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.