Derby Copeland Capital

Fee-Only (% of Portfolio)

Derby Copeland Management Group manages private real estate credit funds that focus on originating and acquiring debt instruments, primarily secured by commercial and multifamily real estate in the New York metropolitan area. Derby Copeland Capital provides discretionary investment management for pooled investment vehicles such as the Derby Copeland Capital Opportunistic Credit Fund and the Derby Copeland Real Estate Middle Market Credit Fund. The firm targets real estate credit opportunities including mortgage loans, mezzanine loans, and preferred equity investments. The firm's services are tailored for accredited investors and qualified clients seeking exposure to real estate debt, rather than individual retail financial planning or traditional portfolio management.

Assets Under Management$400M
Clients3
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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