Investment adviser · CRD 163196

COPELEY CAPITAL

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

COPELEY CAPITAL MANAGEMENT COMPANY

CHARLOTTE, NC, United States · Form ADV filed Mar 16, 2021

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

COPELEY CAPITAL PARTNERS I, LPPrivate Equity Fund · Last reported Mar 16, 2021$45MGross asset value
Auditor GREERWALKER LLP CHARLOTTE, North Carolina, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

GREERWALKER LLP
PCAOB 2324

Fund details & source
Fund ID
805-8612377673
Reported beneficial owners
17
Minimum commitment
$50K

Form ADV 1511186 · Mar 16, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 16, 2021. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

112 SOUTH TRYON STREET, SUITE 850
CHARLOTTE, NC, 28284, United States

CRD 163196

Filing source

Form ADV 1511186 · Mar 16, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.