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KOPERNIK GLOBAL INVESTORS, LLC

Two Harbour Place
302 Knights Run Avenue, Suite 1225
Tampa, Florida 33602
Tel: 813-314-6100

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About KOPERNIK GLOBAL INVESTORS, LLC

KOPERNIK GLOBAL INVESTORS, LLC, formally registered with the SEC as KOPERNIK GLOBAL INVESTORS, LLC. The firm was established in 09/06/2013. They have over 1 offices throughout the country.

KOPERNIK GLOBAL INVESTORS, LLC is a Tampa, Florida based Financial Planning firm with nearly $5,490,380,153 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168625
SEC#801-78514
Assets Managed by Firm$5,490,380,153
No. of Clients13
No. of Advisors42

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (ADVISORY ONLY SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total13$5,490,380,153
Pension and profit sharing plans1$510,352,656
Other investment advisers3$451,217,071

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