{
  "slug": "copeland-capital-management-llc",
  "name": "Copeland Capital Management Llc",
  "description": "An investment management firm that offers strategies focused on sustainable dividend growth for both individual investors and investment professionals.",
  "url": "https://optimly.ai/brand/copeland-capital-management-llc",
  "websiteUrl": "https://copelandcapital.com/",
  "logoUrl": "https://logo.clearbit.com/copelandcapital.com",
  "baiScore": 32.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Sustainable Investment Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-07T16:47:04.920Z",
  "verifiedVitals": {
    "website": "https://copelandcapital.com",
    "category": "Investment Management",
    "what_it_does": "Copeland Capital Management LLC is an SEC-registered investment adviser specializing in Dividend Growth Investing. The firm manages strategies across various capitalization ranges in US, Global, and International markets. These strategies are offered as Separately Managed Accounts, Manager Models, Mutual Funds, and Alternative Investments.",
    "primary_audience": "The firm manages money for large institutions, including foreign governments, state and municipal pension plans, corporate pension plans, educational and religious endowments, charitable foundations, and healthcare institutions. They also serve individual investors through Copeland Funds.",
    "core_product": "Dividend Growth Strategies, including the Copeland Dividend Growth Fund, Copeland SMID Cap Dividend Growth Fund, and Copeland International Small Cap Fund.",
    "pricing_model": {
      "kind": "usage_based",
      "detail": "Management fees are billed quarterly and are based on assets under management (AUM). Standard advisory fees vary by strategy and asset size, for example, 0.50% of account assets for Large Cap Dividend Growth, and tiered rates for Smid Cap Dividend Growth (e.g., 0.70% on the first $5 million of assets) and Global All Cap Dividend Growth (e.g., 1.40% on the first $5 million of assets). The firm also participates in third-party wrap fee programs where it receives a portion of the fee."
    }
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790133612434
}