KOPENTECH CAPITAL MARKETS LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
4
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 an LLC registered with the SEC in 2019 that positions itself at the intersection of trading technology and structured-products distribution. The firm combines software engineers and investment professionals to build electronic trading solutions and tools aimed at simplifying the lifecycle of structured products and related refinancing workflows. Kopentech does not identify as an ESG-active manager and is not presented as a capital allocator; its public materials emphasize technology-driven execution and operational efficiency for structured instruments.

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

    Chief Compliance OfficerCRD 2609624

Contacts

3 of 3
  • STANLEY CHAN

    DirectorCRD 4184811

  • ROBERT SHREKGAST

    Director Distribution OperationsCRD 2623112

  • 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