KOPERNIK GLOBAL INVESTORS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$10.2B
Discretionary
$10.2B
100% of AUM
Avg account
$783M
Accounts
13
Employees
44
Advisory reps
5

Firm details

Headquarters
TAMPA, Florida
CRD number
168625
Registered since
September 6, 2013
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Cash & Cash Equivalents 17%, Non-Exchange Traded Equities 2%81%
  • Exchange Traded Equities81%
  • Cash & Cash Equivalents17%
  • Non-Exchange Traded Equities2%

Owners & executives

3 of 3
  • SARAH 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 2
  • NEDA YARICH

    PresidentCRD 5593819

  • ISABEL SATRA

    PrincipalCRD 6234117

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth