Kopentech Capital Markets LLC

Broker-DealerFINRA Member
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 that positions itself around trading technology and structured-product workflows rather than traditional advisory asset management. The firm identifies as a domestic entity with individual ownership and is categorized as “unclassified” in the available registry data. It does not describe itself as a capital allocator, it does not flag ESG investing activity, and it is not listed as a multi-state adviser, pension consultant, or related adviser. The firm’s public-facing language emphasizes software and trading engineering: operators, engineers and investment professionals collaborating to build electronic trading and refinancing tools that aim to simplify structured-product investing. That framing suggests the business model centers on delivering technology and execution solutions for structured products markets rather than acting as a conventional wealth manager or institutional allocator.

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

FINTRX

Contacts

FINTRX

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