Copeland Capital Management, Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 135822
· SEC file 801-68586
· Conshohocken, PA
· WWW.COPELANDFUNDS.COM
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ADV data as of Feb 26, 2026
- Regulatory AUM
- $4.1B
- Discretionary
- $4.1B
- Clients
- 1,983
- Avg AUM / client
- $2.0M
- Accounts
- 1,983
- Employees
- 30
AUM over time
$282M
$4.9B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 964 | $249M | 6.13% |
| High net worth individuals | 943 | $1.1B | 28.0% |
| Investment companies | 7 | $632M | 15.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $108M | 2.66% |
| Pension and profit sharing plans | 19 | $650M | 16.0% |
| Charitable organizations | 13 | $255M | 6.28% |
| State or municipal government entities | 10 | $791M | 19.5% |
| Sovereign wealth funds and foreign official institutions | 1 | $55.6M | 1.37% |
| Corporations and other businesses | 24 | $185M | 4.56% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Defined Benefit Plan Of Adams Community Bank Adams Community Bank | 2024 | |
| The Defined Benefit Plan Of The Institution For Savings In Newburyport Institution For Savings In Newburyport | 2024 | |
| National Roofing Industry Supplemental Pension Plan Trustees Of National Roofing Industry Supplemental Pension Plan | 2024 | |
| Cbera Plan C Cooperative Banks Employees Retirement Association | 2024 | |
| New York State Nurses Association Pension Plan Board Of Trustees New York State Nurses Association Pension Plan | Albany, NY | 2024 |
| Ibew Local 269 Pension Plan Ibew Local 269 Pension Fund | 2024 |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Copeland Brown | Managing Member, Ceo / Portfolio Manager | CFA | Jul 2005 (21y) | 10% – 25% |
| David Brian Mcgonigle | Member, Portfolio Manager | Aug 2009 (17y) | 5% – 10% | |
| Edward Crawley Rorer | Managing Member, Chairman / Portfolio Manager | Aug 2009 (17y) | 10% – 25% | |
| Kirk, Karen, Sue | Member, Director Of Operations | Aug 2009 (17y) | Less than 5% | |
| Mark William Giovanniello | Managing Member, Cio / Portfolio Manager | CFA | Aug 2009 (17y) | 10% – 25% |
| James Cameron Spencer | Member, Performance & Risk Analytics Manager And Director Of Fixed Income | Mar 2010 (16y) | Less than 5% | |
| Charles Michael Barrett | Managing Member, Director Of Sales And Marketing | Nov 2010 (16y) | 5% – 10% | |
| Walkenhorst, Jeffrey, Alan | Member, Portfolio Manager | Mar 2011 (15y) | Less than 5% | |
| Granade, Erik, Brooks | Managing Member, Head Of International Equities / Portfolio Manager | Jul 2012 (14y) | 5% – 10% | |
| Lee, Kenneth, Tae Suk | Member, Portfolio Manager | Jan 2015 (12y) | Less than 5% | |
| Adams, Steven, J. | Managing Member, Chief Financial Officer And Chief Operating Officer | Apr 2015 (11y) | 5% – 10% | |
| Rosala, Sofia | Member, General Counsel/Chief Compliance Officer | Mar 2016 (10y) | Less than 5% | |
| Cummings, John, R | Member, Research Analyst | Jan 2017 (10y) | Less than 5% | |
| Godonis, Anthony, William | Member, Director Of Trading | Sep 2017 (9y) | Less than 5% | |
| Robin J. Lane | Registered representative | CFA | Apr 2014 (12y) | |
| Neil William Adams | Registered representative | Jan 2019 (8y) | ||
| Clayton Jeffrey Saltijeral | Registered representative | May 2019 (7y) | ||
| Coby James Schwartz | Registered representative | Oct 2019 (7y) | ||
| Michael Joseph Gebhardt | Registered representative | CFA | Nov 2022 (4y) | |
| Sean Patrick Duffy | Registered representative | Aug 2024 (2y) | ||
| Rob Roy Knowles | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Defined Benefit Plan Of Adams Community Bank | Adams Community Bank | 94 | $25.6M | 11/01/2024 |
| The Defined Benefit Plan Of The Institution For Savings In Newburyport | Institution For Savings In Newburyport | 160 | $71.7M | 11/01/2024 |
| National Roofing Industry Supplemental Pension Plan | Trustees Of National Roofing Industry Supplemental Pension Plan | 9,509 | $236M | 01/01/2024 |
| Cbera Plan C | Cooperative Banks Employees Retirement Association | 350 | $130M | 01/01/2024 |
| New York State Nurses Association Pension Plan | Board Of Trustees New York State Nurses Association Pension Plan | 22,140 | $5.9B | 01/01/2024 |
| Ibew Local 269 Pension Plan | Ibew Local 269 Pension Fund | 858 | $220M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $917M (23% of AUM) Feb 2026
- J.P. Morgan $888M (22% of AUM) Feb 2026
- BNY Mellon $496M (12% of AUM) Feb 2026
- U.S. Bank $473M (12% of AUM) Feb 2026
- Fidelity Brokerage Services $451M (9% of AUM) Mar 2024
- State Street $377M (10% of AUM) Mar 2022
- U.S. Bancorp Investments, Inc. $195M (12% of AUM) Sep 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗