Managing Member, Chief Financial Officer and Chief Operating Officer · Copeland Capital Management, LLC
Steven J. Adams
CRD 4307159 · 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 Steven J. Adams on its Form ADV as Managing Member, Chief Financial Officer and Chief Operating Officer, a control person.
Firms and roles
- Copeland Capital Management, LLCManaging Member, Chief Financial Officer and Chief Operating OfficerAsset manager · Conshohocken, PA · $4.1B in regulatory assets
AtlasMembers
Steven’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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
- Charles M. BarrettManaging Member, Director of Sales and Marketing, Copeland Capital Management, LLC
2 more people named with Steven 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 Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.