Key facts
- Status: Privately Held (no backing).
Leadership
- David McGoniglePortfolio Manager, Principal & Research Analyst
- Eric BrownFounder, Chief Executive Officer, Portfolio Manager & Principal
- Erik GranadeHead of International Equities, Portfolio Manager and Member of Management Committee
- Jeffrey WalkenhorstPrincipal, Portfolio Manager & Research Analyst
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- ·The full record, as it builds
Funding rounds
No funding rounds for Copeland Capital are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Copeland Capital
Copeland capital management, llc is an industry leader in dividend growth investing. Copeland capital management, llc is an industry leader in dividend growth investing. Copeland and has over 35 years of experience in the brokerage and investment advisory industries
- Sector
- Financial Services
- HQ
- Conshohocken, PA, United States
- Employees
- 36
- Website
- copelandcapital.com/
- Ownership
- Privately Held (no backing)
Copeland Capital doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Copeland Capital shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Copeland Capital in its N-PORT filings yet. We sweep new filings monthly.