{
  "crd_number": 135822,
  "slug": "copeland-capital-management-llc-conshohocken-pa-135822",
  "primary_business_name": "COPELAND CAPITAL MANAGEMENT, LLC",
  "legal_name": "COPELAND CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Conshohocken",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-11-19",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-02-26",
  "carried_forward": false,
  "raum_total": 4063157512.0,
  "raum_discretionary": 4063157512.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 30,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 255310685.0,
      "count": 13
    },
    "individuals": {
      "raum": 249265764.0,
      "count": 964
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 791475631.0,
      "count": 10
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 632418949.0,
      "count": 7
    },
    "pension_profit_sharing": {
      "raum": 649636197.0,
      "count": 19
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1136148692.0,
      "count": 943
    },
    "pooled_investment_vehicles": {
      "raum": 107905054.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 185410765.0,
      "count": 24
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 55585775.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://copelandcapital.com",
    "https://copelandfunds.com",
    "https://linkedin.com/company/copeland-capital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135822",
  "city_as_filed": "CONSHOHOCKEN",
  "url": "https://advisorcensus.com/firm/copeland-capital-management-llc-conshohocken-pa-135822",
  "display_name": "Copeland Capital Management, LLC",
  "summary": "Copeland Capital Management, LLC is an SEC-registered investment advisory firm in Conshohocken, PA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 26, 2026.",
  "citation": "AdvisorCensus. Copeland Capital Management, LLC (CRD 135822): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Copeland Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Copeland Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Copeland Capital Management, LLC located?",
      "a": "Copeland Capital Management, LLC's principal office is in Conshohocken, PA, according to its Form ADV."
    },
    {
      "q": "Is Copeland Capital Management, LLC registered with the SEC or a state?",
      "a": "Copeland Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 135822."
    },
    {
      "q": "How much does Copeland Capital Management, LLC manage?",
      "a": "Copeland Capital Management, LLC reports $4,063,157,512 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Copeland Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Copeland Capital Management, LLC: Regulatory assets under management: $2,632,306,431 in the October 2021 data and $4,063,157,512 in the October 2026 data, up 54%. Total employees: 27 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Copeland Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (964); high net worth individuals (943); corporations or other businesses not listed above (24)."
    },
    {
      "q": "Which custodians does Copeland Capital Management, LLC use?",
      "a": "Copeland Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Securities Corporation, J.P. Morgan Securities LLC, Northern Trust and US Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Copeland Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135822"
    },
    {
      "q": "What changed in Copeland Capital Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 15 to 16. Regulatory assets under management went from $4,947,657,452 to $4,063,157,512 (-18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2632306431.0,
      "total_employees": 27,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3958818527.0,
      "total_employees": 28,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4018135221.0,
      "total_employees": 28,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4773765020.0,
      "total_employees": 29,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4947657452.0,
      "total_employees": 30,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4063157512.0,
      "total_employees": 30,
      "filing_date": "2026-02-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 16.",
        "Regulatory assets under management went from $4,947,657,452 to $4,063,157,512 (-18%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in HI, IA, ID, ND, VT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon Securities Corporation",
      "name_as_filed": "BNY MELLON SECURITIES CORPORATION",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/copeland-capital-management-llc-conshohocken-pa-135822.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 964,
      "fewer_than_5": false,
      "raum": 249265764.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 943,
      "fewer_than_5": false,
      "raum": 1136148692.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 632418949.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 107905054.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 649636197.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 255310685.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 791475631.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 1,
      "fewer_than_5": false,
      "raum": 55585775.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 24,
      "fewer_than_5": false,
      "raum": 185410765.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135822",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}