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COPELAND CAPITAL MANAGEMENT, LLC

CONSHOHOCKEN, PA · CRD 135822 · IAPD ↗ · copelandfunds.com · (484) 351-3700

$4.06BRegulatory AUM
16Advisory reps
30Employees
19Clients
0Planning clients
0Private funds
39States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2024 — COPELAND CAPITAL MANAGEMENT, LLC notice-filed in IA, ID, MS, RI, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.