THE COPIA GROUP
  • THE COPIA GROUP
  • COPIA INVESTMENT MANAGEMENT, LLC

{{ Info.Overview }}
cb

Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 12/17/2025
Other registrations (2)
Former registrations

COPIA INVESTMENT MANAGEMENT, LLC

ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 114,787,974
of that, discretionary 114,787,974
Number of Employees 7
of those in investment advisory functions 6
Private Fund GAV* 114,787,974
Avg Account Size 114,787,974
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

119M 102M 85M 68M 51M 34M 17M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}