Falists
← Back to search

DERBY COPELAND CAPITAL

DERBY COPELAND MANAGEMENT GROUP, LLC

CRD 321102 · SEC 801-126844

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

41 MADISON AVENUE, 40TH FLOOR, NEW YORK, NY, 10010, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$395.8M

Discretionary AUM

$395.8M

Team

18 total employees; 18 advisory reps; 3 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles3$395.8M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD