RIA Intel›Advisers›New York›DERBY COPELAND MANAGEMENT GROUP, LLC

DERBY COPELAND MANAGEMENT GROUP, LLC

Fund Manager

N·NEW YORK, NY

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM

$400M

1-Year AUM Growth

-16.2%

3-Year CAGR

—

Employees

16

Assets Under Management

Total AUM$400M

Discretionary AUM$400M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees16

Investment Advisers19

Employee Growth (1Y)—

Private Funds

Number of Private Funds3

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record8

First FilingOct 7, 2022

Latest FilingJan 5, 2026

🔒 Full AUM trend chart and 8 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DERBY COPELAND MANAGEMENT GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.