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 Companies55.32%
- HNWI39.45%
- Individuals1.88%
- Pension & Profit Sharing Plans1.35%
- Charitable Organizations1.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kornitzer Capital Management, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1989. The firm operates as a capital allocator for both high-net-worth individuals and families as well as institutional clients, providing portfolio management for individuals, small businesses, investment companies and other institutions. Its fee arrangements include percentage-of-AUM and fixed-fee structures. Kornitzer does not position itself as an active ESG investor and is not registered as a multi-state adviser. The firm also has an industry affiliation with a trust company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities84%
- Cash & Cash Equivalents10%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds1%
Owners & executives
3 of 3BARRY KOSTER
Chief Financial OfficerCRD 4903981
Joseph Neuberger
President and CEOCRD 6584469
WILLIAM COATS
Chief Compliance OfficerCRD 6500371
Contacts
3 of 13Christopher Crawford
Head of Sales and MarketingCRD 6307097
NICOLE KORNITZER
Portfolio ManagerCRD 8123679
KENT GASAWAY
Portfolio ManagerCRD 2282800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$16.4M in ETFs
100%
$16.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $4M | 6,769 | 24.60% |
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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