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COPELAND CAPITAL MANAGEMENT, LLC

161 Washington Street
Suite 1325
Conshohocken, Pennsylvania 19428
Tel: (484) 351-3700

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About COPELAND CAPITAL MANAGEMENT, LLC

COPELAND CAPITAL MANAGEMENT, LLC, formally registered with the SEC as COPELAND CAPITAL MANAGEMENT, LLC. The firm was established in 11/19/2007. They have over 1 offices throughout the country.

COPELAND CAPITAL MANAGEMENT, LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $4,018,135,221 assets under management, offering retirement planning & investment advisory services to 2304 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#135822
SEC#801-68586
Assets Managed by Firm$4,018,135,221
No. of Clients2304
No. of Advisors28

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total2304$4,018,135,221
Individuals (other than high net worth individuals)1106$276,931,943
High net worth individuals966$979,330,491
Pension and profit sharing plans25$941,267,849
Charitable organizations38$220,649,454
Corporations or other businesses152$359,288,343

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HAMILTON LANE
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$856,992,911,981330586
FEDERATED INVESTMENT MANAGEMENT COMPANY
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$420,303,833,45380101
VANGUARD GLOBAL ADVISERS, LLC
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$337,512,332,679151201
VANGUARD ADVISERS, INC.
100 Vanguard Blvd
Malvern, PA, 19355
$299,191,714,6496344702124

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