Kornitzer Capital Management, Inc.
Firm details
- Headquarters
- Mission, Kansas
- CRD number
- 111087
- Registered since
- August 4, 1989
- Custodians
- GREAT PLAINS TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies50.78%
- HNWI43.86%
- Individuals1.87%
- Pension & Profit Sharing Plans1.35%
- Charitable Organizations1.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kornitzer Capital Management, Inc. is an independent, privately owned registered investment adviser that provides portfolio management to individuals, small businesses, investment companies and institutional clients. The firm bills on both a percentage-of-assets and fixed-fee basis and serves a mix of individual/family and institutional relationships. Kornitzer acts as a capital allocator, making direct portfolio investments while also placing client capital with external managers. It does not identify as an active ESG investor and is not structured as a multi-state or pension consulting adviser. The firm lists an affiliation with a trust company as part of its industry activities.
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 Equities85%
- Cash & Cash Equivalents10%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 3
Barry Koster
Chief Financial OfficerCRD 4903981
Joseph Neuberger
President And CEOCRD 6584469
William Coats
Chief Compliance OfficerCRD 6500371
Contacts
3 of 12
Christopher Crawford
Head of Sales and MarketingCRD 6307097
Nicole Kornitzer
Portfolio ManagerCRD 8123679
Kent Gasaway
Portfolio ManagerCRD 2282800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$16.4M in ETFs
100%
$16.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $4M | 6,769 | 24.60% |
Location
Mission, KS
Johnson
Location
Mission, KS
Headquartered in Mission, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 5420 W 61st Pl
- Time zone
- CT (UTC-6)
- Office locations
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