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Private company

Copeland Capital Management, LLC

Limited liability company registered in the United States, active since 2009. Summary from the record

Last updated Oct 21, 2026.

Overview

  • HeadquartersWilmington, United States2
  • Legal formLimited Liability Company2
  • LEI549300F580MX332YTG452
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States2
  • Registered withDivision of Corporations, Department of State, 47156452

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Corporate structure

Copeland Capital Management, LLC sits at the top of its group. 16 entities, 3 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Copeland Capital Management, LLC

  • Eric Copeland Brown Owns 10% to 25% of Copeland Capital Management, LLC, since 07/2005 (Form ADV)
  • Edward Crawley Rorer Owns 10% to 25% of Copeland Capital Management, LLC, since 08/2009 (Form ADV)
  • Mark William Giovanniello Owns 10% to 25% of Copeland Capital Management, LLC, since 08/2009 (Form ADV)
  • David Brian Mcgonigle Owns 5% to 10% of Copeland Capital Management, LLC, since 08/2009 (Form ADV)
  • Charles Michael Barrett Owns 5% to 10% of Copeland Capital Management, LLC, since 11/2010 (Form ADV)
  • Erik Brooks Granade Owns 5% to 10% of Copeland Capital Management, LLC, since 07/2012 (Form ADV)
  • Steven J. Adams Owns 5% to 10% of Copeland Capital Management, LLC, since 04/2015 (Form ADV)

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); stakes of 5% or more it reported on Schedules 13D and 13G (11 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

Copeland Capital Management, LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

  • Assets it manages$4.1B3 1,983 accounts, all with discretion
  • Employees30 16 in investment advice or research
  • ClientsHigh net worth individuals: 943 ($1.1B); State or municipal government entities (including government pension: 10 ($791.5M); Pension and profit sharing plans (but not the plan participants or: 19 ($649.6M); Investment companies: 7 ($632.4M); Charitable organizations: 13 ($255.3M); Individuals (other than high net worth individuals): 964 ($249.3M); Corporations or other businesses not listed above: 24 ($185.4M); Pooled investment vehicles (other than investment companies and: 2 ($107.9M); Sovereign wealth funds and foreign official institutions: 1 ($55.6M)
  • How it is paidA percentage of assets under its management
  • What it doesPortfolio management for individuals and/or small businesses; Portfolio management for investment companies; Portfolio management for pooled investment vehicles (other than investment companies); Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles)
  • Holds client assetsNo
  • RegistrationSEC 801-68586, CRD 135822 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

  • Eric Copeland Brownowns 10% to 25%, since 07/2005
  • Mark William Giovannielloowns 10% to 25%, since 08/2009
  • Edward Crawley Rorerowns 10% to 25%, since 08/2009
  • Steven J. Adamsowns 5% to 10%, since 04/2015
  • Charles Michael Barrettowns 5% to 10%, since 11/2010
  • Erik Brooks Granadeowns 5% to 10%, since 07/2012
  • David Brian Mcgonigleowns 5% to 10%, since 08/2009

In its own words: the client brochure

Form ADV Part 2A, the plain-English document an adviser must give its clients, quoted as filed 2/26/2026.4 It covers the firm’s services, fees, investment strategies and their risks, and its conflicts of interest. The firm also files 1 other brochure.

Item 6: Performance-based fees and side-by-side management Conflicts of interest

Mr. Manikandan provides advice on client portfolios as part of a team. Copeland has adopted a compliance program designed to prevent, detect, and correct any actual or potential violations by Copeland or its supervised personnel of the Investment Advisers Act of 1940, as amended (“Advisers Act”), and other federal securities law and rules adopted under the Advisers Act. Mr. Manikandan is required to comply with Copeland’s Compliance Manual Code of Ethics and its policies and procedures. Mr. Manikandan meets with Copeland’s Investment Policy Committee as a member and participant prior to delivering investment advice to clients. Mr. Manikandan is supervised by Mark W. Giovanniello, Chief Investment Officer. Please contact Copeland at (484) 351-3700 to reach Mr. Giovanniello. This brochure supplement provides information about the qualifications of Hari Manikandan that supplements Copeland's Form ADV Part 2A Brochure. You should have received a copy of that brochure. Please contact Copeland at (484) 351-3700, if you did not receive Copeland’s brochure or if you have any questions related to the brochure or this supplement. The information in these Brochure Supplements has not been approved or verified by the United States Securities and Exchange Commission (“SEC”) or by Additional information about Copeland is available on the SEC’s website at www.adviserinfo.sec.gov.

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Timeline

  1. Jul 31, 2009Founded Copeland Capital Management, LLC is founded2

Filings

37 filings to the SEC since October 2021: 37 other. The latest 20:

  1. Oct 13, 202613F-HR EDGAR
  2. Aug 4, 2026N-PX EDGAR
  3. Aug 4, 202613F-HR EDGAR
  4. May 6, 202613F-HR EDGAR
  5. Jan 29, 202613F-HR EDGAR
  6. Oct 17, 202513F-HR EDGAR
  7. Aug 11, 2025N-PX EDGAR
  8. Jul 21, 202513F-HR EDGAR
  9. Apr 24, 202513F-HR EDGAR
  10. Jan 24, 202513F-HR EDGAR
  11. Oct 21, 202413F-HR EDGAR
  12. Sep 4, 2024N-PX/A EDGAR
  13. Aug 16, 2024N-PX EDGAR
  14. Jul 26, 202413F-HR EDGAR
  15. Apr 19, 202413F-HR EDGAR
  16. Jan 19, 202413F-HR EDGAR
  17. Oct 23, 202313F-HR EDGAR
  18. Jul 14, 202313F-HR EDGAR
  19. Apr 14, 202313F-HR EDGAR
  20. Jan 13, 202313F-HR EDGAR

The 37 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

Copeland Capital Management, LLC has told the SEC it owns more than 5% of 11 companies, latest first (Schedules 13D and 13G).

Sources

The numbers on this page point here. Each one links to the record it came from.

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