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Investment Adviser Firm Summary

COPELAND CAPITAL MANAGEMENT, LLC (CRD# 135822 / SEC# 801-68586)
Alternate Names: COPELAND CAPITAL MANAGEMENT, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 11/19/2007
Massachusetts Terminated 01/07/2008

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 03/25/2015
Arizona 11/14/2014
California 11/14/2014
Colorado 11/14/2014
Connecticut 02/08/2011
Delaware 11/14/2014
District of Columbia 04/17/2015
Florida 06/29/2009
Georgia 03/28/2013
Hawaii 04/17/2015
Illinois 11/18/2014
Indiana 03/25/2015
Kentucky 09/15/2017
Louisiana 03/25/2015
Maine 02/28/2008
Maryland 11/14/2014
Massachusetts 11/19/2007
Michigan 11/14/2014
Nevada 03/25/2015
New Hampshire 11/19/2007
New Jersey 07/29/2009
New York 02/28/2008
North Carolina 03/25/2015
Ohio 11/14/2014
Oregon 03/25/2015
Pennsylvania 06/26/2009
South Carolina 03/25/2015
Texas 11/19/2007
Virginia 03/25/2015
Washington 11/14/2014
Wisconsin 03/25/2015

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser