THE Copia Group
SEC RegisteredCapital Solutions for Growth and Inclusion
About the firm
The Copia Group provides bespoke capital solutions to privately-held, U.S.-based, lower middle market companies. The firm offers a distinct approach to investing that marries the strategic investment of financial and relational capital with the holistic development of scalable business models. It pursues an inclusive form of capitalism where access to capital and opportunity is core to its mission.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bespoke capital solutions and investment in mission-driven lower middle market companies with scalable business models, seeking to enable durable business growth, positive social impact, and superior investment returns.
Who they serve
Privately-held, U.S.-based, lower middle market companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $115M |
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Period (Fund I) | 1.75% |
| Post-Investment Period (Fund I) | 1.50% |
Data as of March 23, 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. THE Copia Group 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched