# Derby Copeland Capital

> Derby Copeland Capital is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 321102
- Filed as: DERBY COPELAND CAPITAL
- Legal name: Derby Copeland Management Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321102
- AdvisorCensus page: https://advisorcensus.com/firm/derby-copeland-capital-new-york-ny-321102

## Quick answers

**How is Derby Copeland Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Derby Copeland Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Derby Copeland Capital located?**
Derby Copeland Capital's principal office is in New York, NY, according to its Form ADV.

**Is Derby Copeland Capital registered with the SEC or a state?**
Derby Copeland Capital is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321102.

**How much does Derby Copeland Capital manage?**
Derby Copeland Capital reports $395,770,874 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Derby Copeland Capital's assets and staff changed since 2023?**
In the Form ADV data for Derby Copeland Capital: Regulatory assets under management: $151,401,006 in the October 2023 data and $395,770,874 in the October 2026 data, up 161%. Total employees: 9 in October 2023 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Derby Copeland Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Derby Copeland Capital report any disciplinary disclosures?**
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/321102

**Does Derby Copeland Capital state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The current minimum capital commitment generally required for investors in the Clients is $1,000,000 (subject to the respective General Partner or Client’s discretion to accept a lesser amount)."

**What changed in Derby Copeland Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 18.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The current minimum capital commitment generally required for investors in the Clients is $1,000,000 (subject to the respective General Partner or Client’s discretion to accept a lesser amount).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $395,770,874
- Discretionary: $395,770,874
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $395,770,874 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 18 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- derbycopeland.com
- Instagram @derbycopelandcapital
- LinkedIn @derby-copeland-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $151,401,006 | 9 | August 4, 2023 |
| October 2024 | $168,633,800 | 9 | February 1, 2024 |
| October 2025 | $141,261,401 | 18 | March 31, 2025 |
| October 2026 | $395,770,874 | 18 | March 31, 2026 |

Regulatory assets under management: $151,401,006 in the October 2023 data and $395,770,874 in the October 2026 data, up 161%.
Total employees: 9 in October 2023 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 18.

### February 2026
- Regulatory assets under management went from $141,261,401 to $400,457,599 (+183%).
- Employees performing advisory functions went from 18 to 16.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Derby Copeland Capital (CRD 321102): Form ADV filing data as of October 2026.