Kopernik Global Investors, LLC

RIASEC RegisteredEst. 2013

Total AUM

$10.2B

Discretionary

$10.2B

100% of AUM

Avg account

$783M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 168625
Registered since: September 6, 2013
Website: www.kopernikglobal.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, SAME
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles43.76%
Investment Companies43.16%
Pension & Profit Sharing Plans8.24%
Other Investment Advisers4.84%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kopernik Global Investors, LLC is a U.S.-based investment manager organized as an LLC and registered with the SEC in 2013. The firm combines hedge fund and private equity strategies and positions itself as a multi-faceted fund manager serving institutional clients. Its advisory business covers portfolio management for investment companies, pooled vehicles and for businesses or institutions. Kopernik charges both a percentage-of-AUM management fee and performance-based fees, and it serves as sponsor/GP/managing member of pooled investment vehicles. The firm reports being an active ESG investor, which suggests ESG considerations are incorporated into its investment process across public and private portfolios.