Kopentech Capital Markets LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Roslyn, New York
CRD number
299808
Registered since
December 11, 2019

Firm profile

FINTRX

Overview

Kopentech Capital Markets LLC is a limited liability company that registered with the SEC in 2019. FINTRX classifies the firm as unclassified; it is listed as owned by a domestic entity and an individual. The record flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser and not a pension consultant. The firm presents itself as a trading-technology and market-structure player focused on structured products. FINTRX materials describe a team of software engineers working alongside investment professionals to build electronic trading solutions and refinancing tools aimed at simplifying the mechanics of structured-products investing rather than acting as a traditional discretionary asset manager or wealth manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Michael Schilling

    Michael Schilling

    Chief Compliance OfficerCRD 2609624

Contacts

3 of 3
  • Stanley Chan

    Stanley Chan

    DirectorCRD 4184811

  • Robert Shrekgast

    Robert Shrekgast

    Director Distribution OperationsCRD 2623112

  • Yakov Krayn

    Yakov Krayn

    Head of Business DevelopmentCRD 5833524

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Roslyn, NY

Nassau

Location

Roslyn, NY

Headquartered in Roslyn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
25 Fernwood Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth