Kopion Asset Management, LLC

Overview

Kopion Asset Management, LLC is a small, equity-focused advisory firm that manages concentrated portfolios for individuals and families. Formed as a limited liability company and registered with the SEC in 2020, the firm runs discretionary mandates and charges clients on a percentage-of-AUM basis. Its stated advisory activity centers on portfolio management for individuals and small businesses, and filings indicate a clear preference for liquid, exchange-traded equities rather than broad ESG or pension consulting mandates. Portfolio construction at Kopion emphasizes a relatively concentrated equity posture: exchange-traded equities make up the bulk of invested assets, and the manager appears comfortable holding a limited number of sizable positions rather than highly diversified baskets. The firm does not describe itself as an active ESG investor and is not structured as a multi-state adviser in its filings.

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Public Holdings

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Location & Offices