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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

DERBY COPELAND CAPITAL

DERBY COPELAND MANAGEMENT GROUP, LLC, CRD 321102

NEW YORK, NY

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:e4181595-344e-d156-5b19-fb73caf6caa8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 4
Observed: Oct 7, 2022 to Mar 31, 2026
11 observations

Across DFX

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

Private Equityidentity

Derby Copeland Capital

Private equity manager · shared crd

Independent Sponsorsidentity

Derby Copeland Capital

Capital provider to sponsors · shared crd

Private Creditidentity

DERBY COPELAND CAPITAL

Private credit manager · shared crd

Real Estate Fundsidentity

Derby Copeland Capital

Real estate fund 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: $396MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $396M
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: 18
Advisory employees: 18
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
SEC number: 801-126844
CIK: 1950668
CRD: 321102
Filings on the tape: 11
First filed: Oct 7, 2022
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE

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
DERBY COPELAND CAPITAL OPPORTUNISTIC CREDIT FUND, LP	Real Estate Fund	$151M	Feb 1, 2024	13	Oct 7, 2022	reported	021-461810
DERBY CARROLL INVESTOR, LLC	Private Equity Fund	$9.2M	Feb 1, 2024	30	Feb 1, 2024	reported	021-501183
DCC OCF FEEDER II, LLC	Private Equity Fund	$0	Feb 1, 2024	0	Nov 20, 2023	reported	021-497121

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
Hutcher, Jesse, Max	CHIEF INVESTMENT OFFICER	D	yes	03/2022	Oct 7, 2022	Feb 1, 2024
Kaufman, Daniel, Jay	CHIEF FINANCIAL OFFICER	Na	yes	03/2022	Oct 7, 2022	Feb 1, 2024
Spanolios, Steve, Nicholas	CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER	Na	yes	03/2023	Mar 30, 2023	Feb 1, 2024
Scibilia, Jonathan, Michael	Partner	D	no	03/2022	Oct 7, 2022	Feb 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DCC OCF GP, LLC	n/a	n/a	n/a	N	yes	n/a
DERBY COPELAND BROKERAGE, LLC	n/a	n/a	n/a	N	yes	n/a
MONDAY MORNING MANAGEMENT, LLC	n/a	n/a	n/a	Y	yes	n/a

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; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$396M	$396M	18	18	3	n/a
2024	Mar 31, 2025	$141M	$141M	18	18	3	n/a
2023	Feb 1, 2024	$169M	$169M	9	8	3	$161M
2022	Mar 30, 2023	$151M	$151M	9	8	1	$0

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	$396M	$141M	180.2%	$151M	37.8%	18	18	0	0

Relationships

Advises (3)

→ DERBY COPELAND CAPITAL OPPORTUNISTIC CREDIT FUND, LPPrivate fundReal Estate Fund, IA
Oct 7, 2022 to presentfactForm ADV
→ DERBY CARROLL INVESTOR, LLCPrivate fundPrivate Equity Fund, IA
Feb 1, 2024 to presentfactForm ADV
→ DCC OCF FEEDER II, LLCPrivate fundPrivate Equity Fund, IA
Nov 20, 2023 to presentfactForm ADV

Controls (3)

← Kaufman, Daniel, JayOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Oct 7, 2022 to Feb 1, 2024factForm ADV
← Hutcher, Jesse, MaxOwnerCHIEF INVESTMENT OFFICER, ownership code D, individual
Oct 7, 2022 to Feb 1, 2024factForm ADV
← Spanolios, Steve, NicholasOwnerCHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2023 to Feb 1, 2024factForm ADV

Owns (1)

← Scibilia, Jonathan, MichaelOwnerPARTNER, ownership code D, individual
Oct 7, 2022 to Feb 1, 2024factForm ADV

Dated events

Occurred
Jan 5, 2026
Regulatory AUM changed
Derby Copeland Capital reported RAUM $400.5M, up 183% from $141.3M (2025-03-31 to 2026-01-05)
Form ADVobserved 6 days ago
$259M
Occurred
Mar 30, 2023
Control person joined
Nicholas Steve Spanolios (Chief Operating Officer) appeared on Schedule A of Derby Copeland Capital
Form ADVobserved 6 days ago
Occurred
Oct 7, 2022
First Form ADV filing
Derby Copeland Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4181595-344e-d156-5b19-fb73caf6caa8
First observed: Oct 7, 2022
Last observed: Mar 31, 2026 5 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.

DERBY COPELAND CAPITAL

DERBY COPELAND MANAGEMENT GROUP, LLC, CRD 321102

NEW YORK, NY

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:e4181595-344e-d156-5b19-fb73caf6caa8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

DERBY COPELAND CAPITAL OPPORTUNISTIC CREDIT FUND, LP

Real Estate Fund

$151M

Feb 1, 2024

Oct 7, 2022

reported

021-461810

DERBY CARROLL INVESTOR, LLC

Private Equity Fund

$9.2M

Feb 1, 2024

reported

021-501183

DCC OCF FEEDER II, LLC

Private Equity Fund

Feb 1, 2024

Nov 20, 2023

reported

021-497121

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Hutcher, Jesse, Max

CHIEF INVESTMENT OFFICER

yes

03/2022

Oct 7, 2022

Feb 1, 2024

Kaufman, Daniel, Jay

CHIEF FINANCIAL OFFICER

yes

03/2022

Oct 7, 2022

Feb 1, 2024

Spanolios, Steve, Nicholas

CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER

yes

03/2023

Mar 30, 2023

Feb 1, 2024

Scibilia, Jonathan, Michael

Partner

03/2022

Oct 7, 2022

Feb 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DCC OCF GP, LLC

n/a

yes

n/a

DERBY COPELAND BROKERAGE, LLC

n/a

yes

n/a

MONDAY MORNING MANAGEMENT, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$396M

n/a

2024

Mar 31, 2025

$141M

n/a

2023

Feb 1, 2024

$169M

$161M

2022

Mar 30, 2023

$151M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$396M

$141M

180.2%

$151M

37.8%