KOPERNIK GLOBAL INVESTORS, LLC
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 168625
- Registered since
- September 6, 2013
- Website
- www.kopernikglobal.com
- Custodians
- THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, SAME
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles43.76%
- Investment Companies43.16%
- Pension & Profit Sharing Plans8.24%
- Other Investment Advisers4.84%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kopernik Global Investors, LLC is a multi-strategy investment manager that operates hedge fund and private equity strategies for institutional clients. The firm is organized as an LLC and has been SEC-registered since 2013. It charges a combination of asset-based fees and performance fees and lists portfolio management for investment companies, pooled investment vehicles and institutions among its advisory activities. Kopernik also serves as sponsor, general partner and managing member of pooled investment vehicles and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents17%
- Non-Exchange Traded Equities2%
Owners & executives
3 of 3SARAH BERTRAND
General Counsel & Chief Compliance OfficerCRD 2506227
DAVID IBEN
Chief Investment Officer and Lead Portfolio ManagerCRD 4571858
ALISSA CORCORAN
Deputy Chief Investment OfficerCRD 8171006
Contacts
2 of 2NEDA YARICH
PresidentCRD 5593819
ISABEL SATRA
PrincipalCRD 6234117
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 2502 N Rocky Point Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
J. W. COLE ADVISORS, INC.
RIATAMPA, FL
CONCURRENT INVESTMENT ADVISORS, LLC
RIATAMPA, FL
INDEPENDENT FINANCIAL PARTNERS
RIATAMPA, FL
THIRD LAKE PARTNERS, LLC
RIATAMPA, FL
DEEP BLUE INVESTMENT ADVISORS
RIATAMPA, FL
ASSUREDPARTNERS INVESTMENT ADVISORS
RIATAMPA, FL