COPELAND CAPITAL MANAGEMENT, LLC
CRD #135822 SEC #801-68586 CONSHOHOCKEN, PA (484) 351-3700
SEC Registered
Total AUM
$4.9B
Discretionary
$4.9B
Employees
30
Clients
0
Accounts
2,599
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $4.9B | $4.9B | $0 | 30 | 18 |
| Mar 2024 | $4.8B | $4.8B | $0 | 29 | 19 |
| Mar 2023 | $4B | $4B | $0 | 28 | 13 |
| Nov 2022 | $3.6B | $3.6B | $0 | 28 | 15 |
| Mar 2022 | $4B | $4B | $0 | 28 | 15 |
| Sep 2021 | $2.6B | $2.6B | $0 | 27 | 15 |
| Mar 2021 | $2.6B | $2.6B | $0 | 27 | 15 |
| Jan 2021 | $2.4B | $2.4B | $0 | 27 | 15 |
| Jun 2020 | $2.4B | $2.4B | $0 | 27 | 15 |
| Mar 2020 | $2.4B | $2.4B | $0 | 27 | 15 |
| Sep 2019 | $1.7B | $1.7B | $0 | 23 | 15 |
| Mar 2019 | $1.7B | $1.7B | $0 | 23 | 15 |
| Aug 2018 | $1.9B | $1.9B | $0 | 23 | 16 |
| Jul 2018 | $1.9B | $1.9B | $0 | 23 | 16 |
| Mar 2018 | $1.9B | $1.9B | $0 | 23 | 16 |
| Sep 2017 | $1.9B | $1.9B | $0 | 21 | 1,700 |
| Mar 2017 | $1.6B | $1.6B | $0 | 21 | 1,700 |
| Nov 2016 | $1.9B | $1.7B | $193M | 22 | 2,000 |
| Mar 2016 | $1.9B | $1.7B | $193M | 22 | 2,000 |
| Apr 2015 | $1.4B | $1.4B | $3.2M | 16 | 700 |
| Mar 2015 | $1.4B | $1.4B | $3.2M | 16 | 700 |
| Nov 2014 | $1B | $1B | $0 | 14 | 400 |
| Nov 2014 | $1B | $1B | $0 | 14 | 400 |
| Mar 2014 | $1B | $1B | $0 | 14 | 400 |
| Dec 2013 | $496.1M | $496.1M | $0 | 14 | 300 |
| Nov 2013 | $496.1M | $496.1M | $0 | 14 | 300 |
| May 2013 | $496.1M | $496.1M | $0 | 14 | 300 |
| Mar 2013 | $496.1M | $496.1M | $0 | 14 | 300 |
| Dec 2012 | $282.3M | $282.3M | $0 | 10 | 200 |
| Mar 2012 | $282.3M | $282.3M | $0 | 6 | 200 |
| Apr 2011 | $116.9M | $116.9M | $0 | 10 | -- |
| Feb 2011 | $116.9M | $116.9M | $0 | 10 | -- |
| Jan 2011 | $116.9M | $116.9M | $0 | 10 | -- |
| Sep 2010 | $112.1M | $112.1M | $0 | 10 | -- |
| Sep 2010 | $112.1M | $112.1M | $0 | 10 | -- |
| Sep 2010 | $112.1M | $112.1M | $0 | 10 | -- |
| Sep 2010 | $112.1M | $112.1M | $0 | 10 | -- |
| Mar 2010 | $112.1M | $112.1M | $0 | 10 | -- |
| Oct 2009 | $107.3M | $106.9M | $390.9K | 10 | -- |
| Jun 2009 | $31.3M | $31.2M | $68K | 5 | -- |
| Dec 2007 | $32.7M | $32.7M | $0 | 5 | -- |
| Nov 2007 | $32.7M | $32.7M | $0 | 5 | -- |
| Nov 2005 | $0 | $0 | $0 | 5 | -- |
| Jun 2005 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees30
Clients18
DateMar 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees29
Clients19
DateMar 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees28
Clients13
DateNov 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees28
Clients15
DateMar 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees28
Clients15
DateSep 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees27
Clients15
DateMar 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees27
Clients15
DateJan 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees27
Clients15
DateJun 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees27
Clients15
DateMar 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees27
Clients15
DateSep 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees23
Clients15
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees23
Clients15
DateAug 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees23
Clients16
DateJul 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees23
Clients16
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees23
Clients16
DateSep 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients1,700
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees21
Clients1,700
DateNov 2016
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$193M
Employees22
Clients2,000
DateMar 2016
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$193M
Employees22
Clients2,000
DateApr 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees16
Clients700
DateMar 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees16
Clients700
DateNov 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients400
DateNov 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients400
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients400
DateDec 2013
Total AUM$496.1M
Discretionary$496.1M
Non-Disc.$0
Employees14
Clients300
DateNov 2013
Total AUM$496.1M
Discretionary$496.1M
Non-Disc.$0
Employees14
Clients300
DateMay 2013
Total AUM$496.1M
Discretionary$496.1M
Non-Disc.$0
Employees14
Clients300
DateMar 2013
Total AUM$496.1M
Discretionary$496.1M
Non-Disc.$0
Employees14
Clients300
DateDec 2012
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees10
Clients200
DateMar 2012
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees6
Clients200
DateApr 2011
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$107.3M
Discretionary$106.9M
Non-Disc.$390.9K
Employees10
Clients--
DateJun 2009
Total AUM$31.3M
Discretionary$31.2M
Non-Disc.$68K
Employees5
Clients--
DateDec 2007
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--