COPELAND CAPITAL MANAGEMENT, LLC
SEC RegisteredWe Believe That Stocks With Sustainable Dividend Growth Consistently Outperform The Market With Less Risk
About the firm
Copeland Capital Management, LLC offers mutual funds focused on dividend growth investing, including the Copeland Dividend Growth Fund, Copeland Smid Cap Dividend Growth Fund, and Copeland International Small Cap Fund. The Copeland Funds are distributed by Northern Lights Distributors, LLC.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Mutual funds focused on dividend growth, including large cap, small/mid cap, and international small cap strategies.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 964 | $249M |
| High Net Worth Individuals | 943 | $1.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $108M |
| Charitable Organizations | 19 | $650M |
| State/Municipal Entities | 13 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 1 | $56M |
19 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COPELAND CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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