Asset manager · Conshohocken, PA
Copeland Capital Management, LLC
SEC-registered investment adviser · CRD 135822 · SEC 801-68586
At a glance
Copeland Capital Management, LLC is an SEC-registered investment adviser based in Conshohocken, Pennsylvania, with $4.1 billion in regulatory assets under management as of its Form ADV filed February 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,907 individual clients. By Form ADV it is a asset manager, ranked 772nd of 3,218 asset managers and 2,399th of 17,210 SEC-registered advisers by assets.
Main office 484-351-3700copelandcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.1B
- Rank among asset managers
- #772 of 3,218
- Rank among all SEC RIAs
- #2,399 of 17,210
- Rank in Pennsylvania
- #80 of 564
- Individual clients
- 1,907
- High-net-worth clients
- 943
- Accounts
- 1,983
- Discretionary
- 100% of AUM
- Employees
- 30
- Advisory staff
- 16
- Offices
- 1
Owners and executives on its Form ADV
- Eric C. BrownManaging Member, CEO / Portfolio Manager
- Edward C. RorerManaging Member, Chairman / Portfolio Manager
- Mark W. GiovannielloManaging Member, CIO / Portfolio Manager
- David B. McGonigleMember, Portfolio Manager
- Charles M. BarrettManaging Member, Director of Sales and Marketing
- Erik B. GranadeManaging Member, Head of International Equities / Portfolio Manager
- Steven J. AdamsManaging Member, Chief Financial Officer and Chief Operating Officer
- Sofia RosalaMember, General Counsel/chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Copeland Capital Management, LLC is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 943 | $1.1B | 28% |
| State or municipal government entities | 10 | $791M | 19% |
| Pension and profit sharing plans | 19 | $650M | 16% |
| Investment companies | 7 | $632M | 16% |
| Charitable organizations | 13 | $255M | 6% |
| Individuals | 964 | $249M | 6% |
| Corporations or other businesses | 24 | $185M | 5% |
| Pooled investment vehicles | 2 | $108M | 3% |
| Sovereign wealth funds and foreign official institutions | 1 | $56M | 1% |
Disciplinary disclosures
Copeland Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗copelandcapital.com ↗
AtlasMembers
The full record on Copeland Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 748 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Copeland Capital Management, LLC manage?
Copeland Capital Management, LLC reports $4.1 billion in regulatory assets under management across 1,983 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 26, 2026.
What kind of firm is Copeland Capital Management, LLC?
Copeland Capital Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Copeland Capital Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($1.1 billion, 943 clients); state or municipal government entities ($791 million, 10 clients); pension and profit sharing plans ($650 million, 19 clients).
Does Copeland Capital Management, LLC have any disciplinary history?
Copeland Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Copeland Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →