Form D · Other

Copeland Management Holdings, LLC

New York, NY · CIK 0001895507

Offering snapshot reported Dec 29, 2023 · SEC filing

Reported sold
$23M
Indefinite offering
Investors reported
41
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 15, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.5M$23MJan 28, 2022: $8,313,269.00Jan 28, 2022Jan 31, 2022: $10,147,078.00Dec 29, 2023: $22,953,688.00Dec 29, 2023

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$10,147,078 → $22,953,688
  • Reported investors24 → 41

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 29, 2023Amendment$22,953,688$12,806,610vs Jan 31, 202241SEC filing
Jan 31, 2022Amendment$10,147,078$1,833,809vs Jan 28, 202224SEC filing
Jan 28, 2022Initial$8,313,269No comparison7SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-431343
Profits Interests

Source: Form D, filed Dec 29, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Copeland Markets, Llc Promoter
N/A Nasdaq Private Market, Llc F/K/A Copeland Markets, Llc Promoter

Issuer details

Industry: Other (See others in industry)

Address:
3 E 28th Street, 7th Floor
New York, NY, 10016