CONSHOHOCKEN, PACRD 135822Latest ADV February 26, 2026
Copeland Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated February 26, 2026, reports $4.1B in regulatory assets under management, 30 employees, and 1,983 accounts.
Assets Under Management
$4.1B
Employees
30
Offices
--
Total Clients
1,983
Primary office
CONSHOHOCKEN, PA
161 WASHINGTON STREET, SUITE 1325, CONSHOHOCKEN, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.6% of total clients.
Top client categories% of clientsClients
1
Individuals
48.6%
964
2
HNWI
47.6%
943
3
Corporations
1.2%
24
4
Pension Plans
1.0%
19
5
Charitable
0.7%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.1Bas of February 26, 2026
Discretionary100.0%
$4.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.1B
Total Accounts1,983
10Y AUM Change+$2.5B (+152.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee66:1
10Y Employee Change+9 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.