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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

THE COPIA GROUP

COPIA INVESTMENT MANAGEMENT, LLC, CRD 327954

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2b226bf1-1195-dd9d-bd30-42a1080ea984

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 3
Observed: Oct 31, 2025 to Mar 23, 2026
2 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

The Copia Group

Private equity manager · shared crd

Independent Sponsorsidentity

The Copia Group

Capital provider to sponsors · shared crd

Private Creditidentity

THE COPIA GROUP

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $115MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $115M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-134866
CRD: 327954
Filings on the tape: 2
First filed: Oct 31, 2025
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, DE
Website: copiagroupllc.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
COPIA CREDIT IMPACT FUND I, LLC	Private Equity Fund	$26.1M	Mar 20, 2024	39	Jan 25, 2024	reported	021-490670

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SCHNEIDER, TODD, CHRISTOPHER	CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER	Na	yes	04/2023	Mar 23, 2026	Mar 23, 2026
THE COPIA GROUP LLC	Member	E	yes	03/2023	Mar 23, 2026	Mar 23, 2026
THOMAS, SHUNDRAWN, ANTWARN	FOUNDER & MANAGING PARTNER	Na	yes	03/2023	Mar 23, 2026	Mar 23, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$115M	$115M	7	6	0	1	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$115M	n/a	n/a	n/a	n/a	7	n/a	0	n/a

Relationships

Controls (3)

← THE COPIA GROUP LLCOwnerMEMBER, ownership code E, domestic entity
Mar 23, 2026 to presentfactForm ADV
← SCHNEIDER, TODD, CHRISTOPHEROwnerCHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 23, 2026 to presentfactForm ADV
← THOMAS, SHUNDRAWN, ANTWARNOwnerFOUNDER & MANAGING PARTNER, ownership code NA, individual
Mar 23, 2026 to presentfactForm ADV

Advises (1)

→ COPIA CREDIT IMPACT FUND I, LLCPrivate fundPrivate Equity Fund, ERA
Jan 25, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b226bf1-1195-dd9d-bd30-42a1080ea984
First observed: Oct 31, 2025
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE COPIA GROUP

COPIA INVESTMENT MANAGEMENT, LLC, CRD 327954

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2b226bf1-1195-dd9d-bd30-42a1080ea984

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

COPIA CREDIT IMPACT FUND I, LLC

Private Equity Fund

$26.1M

Mar 20, 2024

Jan 25, 2024

reported

021-490670

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHNEIDER, TODD, CHRISTOPHER

CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER

yes

04/2023

Mar 23, 2026

THE COPIA GROUP LLC

Member

yes

03/2023

Mar 23, 2026

THOMAS, SHUNDRAWN, ANTWARN

FOUNDER & MANAGING PARTNER

yes

03/2023

Mar 23, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$115M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$115M

n/a