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THE COPIA GROUP
COPIA INVESTMENT MANAGEMENT, LLC
CRD 327954 · SEC 801-134866
141 W. JACKSON BLVD, SUITE 3540, CHICAGO, IL, 60604, United States
Phone
312-564-8521
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$114.8M
Discretionary AUM
$114.8M
Team
7 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; LOAN ORIGINATION FEES
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $114.8M |
States served
IL
All web addresses on file
Official SEC filing: View on IAPD