Kopernik Global Investors, LLC is a large advisory firm based in Tampa. It manages $3.39 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Florida.
Kopernik Global Investors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and advisory only services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kopernik Global Investors, LLC is $3.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 11353% since the beginning of its operation, and $1.02 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kopernik Global Investors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Kopernik Global Investors is pooled investment vehicles with 8 clients and $1.43 billion of assets under management. Among the 11 most similar advisory firms, Kopernik Global Investors has the 6th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.84 billion for 11 clients. 27% of the firm’s clients are foreign persons or businesses.
Kopernik Global Investors also advises several private funds. Namely, two hedge funds and one private equity fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 34 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kopernik Global Investors, LLC performs its advisory services is located at Two Harbour Place, Tampa, FL 33602, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 813-314-6100 or by fax 813-314-6101. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at kopernikglobal.com.