| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Michael Barrett Control | Managing Member, Director Of Sales And Marketing | 5-10% | 2010 |
| David Brian McGonigle | Member, Portfolio Manager | 5-10% | 2009 |
| Edward Crawley Rorer Control | Managing Member, Chairman / Portfolio Manager | 10-25% | 2009 |
Copeland Capital Management, LLC reports $4.9 billion in regulatory assets under management on its Form ADV.
Copeland Capital Management, LLC reports 30 employees.
Copeland Capital Management, LLC is based in Conshohocken, PA and has been SEC-registered since 2007.
Copeland Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 161 Washington Street, Suite 1325, Conshohocken, PA 19428 |
| Phone | (484) 351-3700 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $4.95B |
| Non-discretionary | $0 |
| Total (RAUM) | $4.95B |