Data / Investment advisers / Illinois / The Copia Group
The Copia Group, Chicago, IL: $115 million AUM, SEC registered investment adviser
The Copia Group is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $115 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 1 private fund.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 327954
- SEC file number
- 801-134866
- SEC status
- Approved, effective December 17, 2025
- Legal name
- Copia Investment Management, LLC
- Main office
- 141 W. Jackson Blvd Suite 3540, Chicago, IL 60604
- Phone
- (312) 564-8521
- Website
- copiagroupllc.com
- Regulatory AUM
- $114,787,974 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $114,787,974
- Accounts
- 1
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $114,787,974
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $114.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $114.8 million | March 23, 2026 |
| January 2, 2026 | $118.9 million | October 31, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mark Bell Advisory Services, Inc. | Chicago | $138.2 million | Not listed | adviserinfo.sec.gov |
| Blue Line Capital | Chicago | $131.9 million | Not listed | adviserinfo.sec.gov |
| Versatile Capital Management L.L.C. | Chicago | $130.1 million | Not listed | adviserinfo.sec.gov |
| K2 Wealth Management LLC | Chicago | $120 million | Not listed | adviserinfo.sec.gov |
| Yunistone Investment Group, LLC | Chicago | $119.5 million | Not listed | adviserinfo.sec.gov |
| Orchard Capital Management, LLC | Chicago | $111.8 million | Not listed | adviserinfo.sec.gov |
| Midway Capital Research & Management LLC | Chicago | $110.4 million | Not listed | adviserinfo.sec.gov |
| Fairway Capital Management, LLC | Chicago | $89.3 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- The Copia Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.