Derby Copeland Management Group, Llc
- Regulatory AUM
- $396M
- Discretionary
- $396M
- Clients
- 3
- Avg AUM / client
- $132M
- Accounts
- 3
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $396M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $161M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Derby Copeland Capital Opportunistic Credit Fund, Lp | Real Estate Fund | Delaware | $151M | 13 |
| Derby Carroll Investor, Llc | Private Equity Fund | Delaware | $9.2M | 30 |
| Dcc Ocf Feeder Ii, Llc | Private Equity Fund | Delaware | $0 | 0 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hutcher, Jesse, Max | Chief Investment Officer | Mar 2022 (4y) | 50% – 75% | |
| Kaufman, Daniel, Jay | Chief Financial Officer | Mar 2022 (4y) | Less than 5% | |
| Scibilia, Jonathan, Michael | Partner | Mar 2022 (4y) | 50% – 75% | |
| Spanolios, Steve, Nicholas | Chief Operating Officer & Chief Compliance Officer | Mar 2023 (3y) | Less than 5% |
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.
Private funds (3, $161M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Derby Copeland Capital Opportunistic Credit Fund, Lp | Real Estate Fund | $151M | $250K | 13 |
| Derby Carroll Investor, Llc | Private Equity Fund | $9.2M | $0 | 30 |
| Dcc Ocf Feeder Ii, Llc | Private Equity Fund | $0 | $250K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.67 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗