Kopernik Global Investors, LLC
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Overview
Kopernik Global Investors, LLC is a financial advisory firm based in Tampa, Florida. The firm has $5.7 billion in assets over 14 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management (AUM). It has an average-sized team, including 19 financial advisors. Kopernik Global Investors, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments like stocks, options and bonds.
Kopernik Global Investors, LLC manages all of the company's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction judgments for the client's account without requiring the customer's approval. Kopernik Global Investors, LLC's typical account size is $403.9 million. The typical financial advisor at Kopernik Global Investors, LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's headquarters is at Two Harbour Place, Tampa, Florida 33602. Kopernik Global Investors, LLC is permitted to provide services to customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kopernik Global Investors, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$5.7 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
43
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
14
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$403.9 million
Fee Structure
A financial advisor's fees largely vary depending on which service is offered. Fees billed by Kopernik Global Investors, LLC can consist of any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Kopernik Global Investors, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Kopernik Global Investors, LLC provides services to investment companies, pooled investment vehicles, pension plans and other investment advisers. Out of its 14 accounts, Kopernik Global Investors, LLC's biggest client by number of accounts is pooled investment vehicles. About 32% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kopernik Global Investors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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