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 a corporation that operates as an institutional registered investment adviser. The firm is SEC registered (initial registration year 1989) and is owned by an individual. It functions as a capital allocator, providing portfolio management across client types — individuals and families as well as institutional clients — and offers fee arrangements based on a percentage of assets under management and fixed fees. Advisory services explicitly include portfolio management for individuals and small businesses, for investment companies, and for other businesses or institutions. Kornitzer does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$17M in ETFs
100%
$17M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $4.1M | 5,822 | 23.99% |
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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