Insights

Specialized Investment Focus Copeland Capital Management specializes in Dividend Growth Investing with customized strategies across U.S., International, and Global markets, offering opportunities for clients seeking targeted, income-oriented investment solutions.

Institutional Client Base Their portfolio includes large pension plans, charitable foundations, and health care institutions, indicating a strong presence in the institutional investment space and potential for expanding into similar segments.

Diverse Investment Vehicles The firm offers strategies through separate accounts, mutual funds, UMA models, and private funds, presenting multiple avenues for product upselling and tailored financial solutions.

Recent Tactical Expansions Recent investments in companies like TJX and Shoe Carnival suggest a proactive approach to asset allocation, creating opportunities for strategic advisory services and further asset management collaborations.

Growth and Revenue Potential With a revenue range of 50 to 100 million dollars and a focused investment approach, there exist opportunities to introduce complementary services such as advanced analytics or technology platforms to optimize portfolio management.

Similar companies to Copeland Capital Management LLC

Copeland Capital Management LLC Tech Stack

Copeland Capital Management LLC uses 8 technology products and services including Drupal, Apple iCloud Mail, jQuery, and more. Explore Copeland Capital Management LLC's tech stack below.

Drupal
Content Management System
Apple iCloud Mail
Email
jQuery
Javascript Libraries
Slick
Javascript Libraries
SWFObject
Miscellaneous
Ubuntu
Operating Systems
Bootstrap
UI Frameworks
DigitalOcean Web Hosting
Web Hosting

Media & News

Copeland Capital Management LLC's Email Address Formats

Copeland Capital Management LLC uses at least 1 format(s):

Copeland Capital Management LLC Email Formats	Example	Percentage
FLast@copelandcapital.com	JDoe@copelandcapital.com	47%
Last@copelandcapital.com	Doe@copelandcapital.com	3%
FLast@copelandcapital.com	JDoe@copelandcapital.com	47%
Last@copelandcapital.com	Doe@copelandcapital.com	3%

Frequently Asked Questions

What is Copeland Capital Management LLC's phone number?

You can contact Copeland Capital Management LLC's main corporate office by phone at

+1-484-351-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Copeland Capital Management LLC's official website and social media links?

Copeland Capital Management LLC's official website is copelandcapital.com and has social profiles on LinkedIn.

How much revenue does Copeland Capital Management LLC generate?

As of December 2025, Copeland Capital Management LLC's annual revenue is estimated to be $1M.

What is Copeland Capital Management LLC's SIC code NAICS code?

Copeland Capital Management LLC's SIC code is 8741 - Management Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Copeland Capital Management LLC have currently?

As of December 2025, Copeland Capital Management LLC has approximately 36 employees across 1 continents, including North America. Key team members include Chief Investment Officer: M. G.Chief Operating & Financial Officer: S. A.Vice President - Portfolio Specialist: M. G.. Explore Copeland Capital Management LLC's employee directory with LeadIQ.

What industry does Copeland Capital Management LLC belong to?

Copeland Capital Management LLC operates in the Investment Management industry.

What technology does Copeland Capital Management LLC use?

Copeland Capital Management LLC's tech stack includes DrupalApple iCloud MailjQuerySlickSWFObjectUbuntuBootstrapDigitalOcean Web Hosting.

What is Copeland Capital Management LLC's email format?

Copeland Capital Management LLC's email format typically follows the pattern of FLast@copelandcapital.com. Find more Copeland Capital Management LLC email formats with LeadIQ.

When was Copeland Capital Management LLC founded?

Copeland Capital Management LLC was founded in 2005.

Copeland Capital Management LLC

Q: What technology does Copeland Capital Management LLC use?

Copeland Capital Management LLC's tech stack includes Apple iCloud Mail, Lazy.js, PHP, X-XSS-Protection, Lightbox.

Investment ManagementPennsylvania, United States11-50 Employees

Copeland Capital Management is a 100% employee owned firm specializing in Dividend Growth Investing.  We offer U.S., International, and Global strategies across all capitalization ranges.  

We manage portfolios for some of the largest corporate, state, municipal, and Taft Hartley pension plans as well as for many religious endowments, charitable foundations, and health care institutions.  Our strategies are also available on many of the industry's leading wealth management and private bank platforms. 

We offer our strategies in multiple vehicle types such as separate accounts, UMA model delivery, mutual funds, and private funds.

For more information about our firm please contact us at (877) 727-9106 or visit our website at www.copelandcapital.com

Follow us @ www.copelandcapital.com