# COPELAND CAPITAL MANAGEMENT, LLC

COPELAND CAPITAL MANAGEMENT, LLC of CONSHOHOCKEN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 135822
- Type: SEC-registered investment adviser
- SEC file number: 801-68586
- Location: 161 WASHINGTON STREET, SUITE 1325, CONSHOHOCKEN, PA, 19428
- Phone: (484) 351-3700
- Latest filing: 2026-02-26
- Regulatory AUM: $4.1B
- Discretionary AUM: $4.1B
- Clients: 30
- Accounts: 1,983

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| Sofia Rosala | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | Philadelphia, PA |
| Eric Copeland Brown | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | — |
| Edward Crawley Rorer | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | — |
| Mark William Giovanniello | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | — |
| David Brian Mcgonigle | MEMBER, PORTFOLIO MANAGER | — |
| Charles Michael Barrett | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | — |
| Erik Brooks Granade | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | — |
| Steven J Adams | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | — |
| RORER EDWARD CRAWLEY | CHAIRMAN / PORTFOLIO MANAGER; MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER; MEMBER, CHAIRMAN / PORTFOLIO MANAGER | — |
| LEININGER ROBERT DOUGLAS | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | — |
| HIEKEN SETH PAUL | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BARRETT HERBERT MICHAEL | DIRECTOR OF SALES AND MARKETING; MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING; MEMBER, DIRECTOR OF SALES AND MARKETING | — |
| GROSSO BARBARA ANN | CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER, DEPUTY COMPLIANCE OFFICER | — |
| ADAMS STEVEN J | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | — |
| BROWN ERIC COPELAND | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER; MANAGING MEMBER, CEO / PORTFOLIO MANAGER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER (+1 more) | — |
| FEIGENBAUM RICHARD ALLEN | PRINCIPAL | — |
| SPENCER JAMES C | DIRECTOR OF FIXED INCOME | — |
| GIOVANNIELLO MARK WILLIAM | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER; MANAGING MEMBER, CIO / PORTFOLIO MANAGER; MEMBER, CIO / PORTFOLIO MANAGER | — |
| MCGONIGLE DAVID BRIAN | MEMBER, PORTFOLIO MANAGER; PORTFOLIO MANAGER | — |
| POSKE KAREN | DIRECTOR OF OPERATIONS | — |
| BARRETT CHARLES | SENIOR VICE PRESIDENT, DIRECTOR OF SALES AND MARKETING | — |
| WALKENHORST JEFFREY ALAN | MEMBER, PORTFOLIO MANAGER; PORTFOLIO MANAGER | — |
| SPENCER JAMES CAMERON | MEMBER, DIRECTOR OF FIXED INCOME; MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | — |
| KIRK KAREN SUE | DIRECTOR OF OPERATIONS; MEMBER, CHIEF OPERATING OFFICER; MEMBER, DIRECTOR OF OPERATIONS | — |
| GRANADE ERIK BROOKS | HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER; MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135822/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135822/similar
- Related entities: https://search.stillhousedata.com/firm/135822/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135822

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.