CRD: 135822
Copeland Capital Management, LLC
$4.1B Total AUM
$4.1B Disc. AUM
0.4% 3Y CAGR
30 Employees
2,002 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Broadridge · JP Morgan · Northern Trust · US Bank
- Clients
- Retail and Institutional
- Platforms
- RidgeRidge +more
- Established Date
- 07-19-2005
- Office Locations
- 5
Office Locations
161 Washington Street Suite 1325 Conshohocken PA
2311 ORR Court North Aurora IL
62 Walnut Street Floor 3 Wellesley MA
About Copeland Capital Management, LLC
Copeland Capital Management, LLC is the investment manager behind the Copeland Funds, running an equity approach centered on sustainable dividend growth stocks aimed at outperforming the market with less risk. Serves retail and institutional investors through mutual funds distributed by Northern Lights Distributors (FINRA/SIPC).
Team overview
52 AVG AGE
$253.9M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
11.8 yrs AVG TENURE
30 Employees
16 Advisory Reps
13 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Quantum optima Foundation timber Focus Signal Catalyst Optima fusion Pathway signal Pioneer ridge
Client Personas
Foundation glacier
CRM
Beacon
Custodian
Delta beacon Ridge vector Harbor horizon Summit vector Wave radial Foundation foundation Zenith bridge
Investment Themes
Eagle Legacy horizon Optima harbor Insight
Investment Vehicles
Meridian beacon Signal glacier Zenith catalyst
Services
Vertex North legacy North Delta eagle Pathway Optima vertex Peak quantum Oak focus
Technology
Element Oak Crest Vector Wave glacier Foundation legacy Foundation
Owner & Executives
E
ERIC COPELAND BROWN
Advisor, Chief Executive Officer, Managing Member, PORTFOLIO MANAGER
- CRD
- #2355012
- Ownership
- 10% but less than 25%
(944) 793-9904
insight.glacier@glaciercapital.com
in linkedin.com/in/beacon-delta
M
MARK WILLIAM GIOVANNIELLO
Chief Investment Officer, Director, Managing Member, PORTFOLIO MANAGER
- CRD
- #4658052
- Ownership
- 10% but less than 25%
(393) 535-9071
pioneer.foundation@foundationcapital.com
in linkedin.com/in/focus-signal
H
Horizon pioneer
Peak element zenith
- CRD
- #93371
- Ownership
- 23.8%
(309) 754-3279
eagle.unison@unisoncapital.com
in linkedin.com/in/ridge-meridian
Showing 2 of 8 owners & executives
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N
NEIL WILLIAM ADAMS
Managing Director, Owner
- CRD
- #5797685
(507) 948-9476
signal.crest@capitalcapital.com
in linkedin.com/in/frontier-optima
S
Sean Patrick Duffy
Director
- CRD
- #7756398
(655) 383-9057
horizon.timber@beaconcapital.com
in linkedin.com/in/fusion-ridge
P
Peak prime
Zenith foundation ridge
- CRD
- #92386
(464) 630-6118
fusion.ember@momentumcapital.com
in linkedin.com/in/radial-insight
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,063,157,512 | $2,048,995 |
| Non-Discretionary | $0 | -- |
| Total | $4,063,157,512 | $2,048,995 |
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Separately Managed Accounts
Total SMA Asset: $3,322,833,509
Equity - Exchange:
21.4% Cash:
78.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $892,810,223 | 21.4% |
| Cash | $3,279,200,165 | 78.6% |
| Total | $4,172,010,388 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER BRIDGE | WAVE VALUE | LNC2NA1AC | UVM | 10.74% | $102,408,436 |
| BRIDGE FOUNDATION | CATALYST FUSION | PZSDNIS89 | TKH | 9.63% | $18,309,249 |
| FUSION ALPHA BEACON | OPTIMA PRIME | ZRH1FTS18 | UYY | 3.13% | $63,101,584 |
| NORTH ELEMENT FOCUS | DELTA CAPITAL | GK50RAMZN | AFZRL | 2.50% | $69,491,492 |
| CREST FRONTIER | SIGNAL RIDGE | 7T47JNZUO | HIQNM | 5.80% | $3,217,336 |
| LEGACY PEAK | VITAL FRONTIER | RZQLN2GV8 | LYAD | 4.42% | $13,379,123 |
| RADIAL MATRIX PRIME | CATALYST RIDGE | 9O575G7YP | XUK | 5.27% | $117,021,074 |
| MERIDIAN PRIME | HARBOR UNISON | 1MPU5Q5LU | IAVWE | 4.32% | $14,164,088 |