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DERBY COPELAND CAPITAL

NEW YORK, NY · CRD 321102 · IAPD ↗ · 646-860-9520

$395.8MRegulatory AUM
18Advisory reps
18Employees
3Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
February 2026 — DERBY COPELAND CAPITAL reported RAUM up 183% ($141.3M -> $400.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — DERBY COPELAND CAPITAL grew from 8 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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