Kopentech Capital Markets LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Roslyn, New York
CRD number
299808
Registered since
December 11, 2019

Firm profile

FINTRX

Overview

Kopentech Capital Markets LLC is a limited liability company that registered with the SEC in 2019. Ownership is listed as a combination of a domestic entity and individual owners. The firm is not classified as a capital allocator and does not identify as an active ESG investor. It is not registered as a multistate adviser, and FINTRX data does not indicate pension consulting, related-adviser relationships, or a newly formed adviser status. Kopentech presents itself primarily as a technology- and engineering-focused trading organization. Descriptions emphasize software engineers working alongside investment professionals to build trading solutions intended to simplify execution and improve access to structured products.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Schilling

    Michael Schilling

    Chief Compliance OfficerCRD 2609624

Contacts

2 of 2
  • Stanley Chan

    Stanley Chan

    DirectorCRD 4184811

  • Yakov Krayn

    Yakov Krayn

    Head of Business DevelopmentCRD 5833524

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Roslyn, NY

Nassau

Location

Roslyn, NY

Headquartered in Roslyn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
25 Fernwood Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth