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 organized as a limited liability company and appears in SEC records beginning in 2019. The firm presents itself more as a technology-driven trading enterprise than as a conventional advisory boutique: its public profile emphasizes software engineering and trading solutions designed to streamline structured-products workflows. Corporate details list ownership as a domestic entity and individual, and the firm is classified as unclassified in the available dataset. Regulatory and operational flags in the record indicate Kopentech does not describe itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser for the purposes of the dataset. The firm has not supplied standardized descriptions of client segments, fee schedules, or a conventional set of advisory activities in the material provided.

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