Tech stack
No one at Copeland Capital Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
J.P. Morgan
Per Form ADV · $1.4B held · filed Mar 2024
Northern Trust
Per Form ADV · $945M held · filed Mar 2024
U.S. Bank
Per Form ADV · $559M held · filed Mar 2024
BNY
Per Form ADV · $484M held · filed Mar 2024
Fidelity
Per Form ADV · $451M held · filed Mar 2024