Kopentech Capital Markets LLC
Firm details
- Headquarters
- Roslyn, New York
- CRD number
- 299808
- Registered since
- December 11, 2019
- Website
- kopentech.com
Firm profile
FINTRXOverview
Kopentech Capital Markets LLC is organized as a limited liability company and appears in SEC records beginning in 2019. The firm presents itself more as a technology-driven trading enterprise than as a conventional advisory boutique: its public profile emphasizes software engineering and trading solutions designed to streamline structured-products workflows. Corporate details list ownership as a domestic entity and individual, and the firm is classified as unclassified in the available dataset. Regulatory and operational flags in the record indicate Kopentech does not describe itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser for the purposes of the dataset. The firm has not supplied standardized descriptions of client segments, fee schedules, or a conventional set of advisory activities in the material provided.
Assets & Accounts
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
Owners & executives
1 of 1
Michael Schilling
Chief Compliance OfficerCRD 2609624
Contacts
2 of 2
Stanley Chan
DirectorCRD 4184811

Yakov Krayn
Head of Business DevelopmentCRD 5833524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Astoria Capital Markets, Inc.
Broker-DealerRoslyn, NY
Willis Securities, Inc.
Broker-DealerNew York, NY
BDA Advisors Inc.
Broker-DealerNew York, NY
Canam Investor Services, LLC
Broker-DealerNew York, NY
Berkery Noyes Securities, LLC
Broker-DealerNew York, NY
TD Private Client Wealth LLC
Broker-DealerNew York, NY