Kopernik Global Investors, LLC
Registered investment adviser · Tampa, FL · CRD #168625
Form ADV data as of 2026-09-01Regulatory assets
$10.18 billion
Total accounts
13
Employees
44
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/kopernik-global-investors-llc/
- Telephone: 813-314-6100
- SEC file number: 801-78514
- Most recent Form ADV filing: 2026-07-27
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $10.18 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $10.18 billion |
| Discretionary accounts | 13 |
| Non-discretionary accounts | 0 |
| Total accounts | 13 |
| Regulatory assets under management attributable to non-U.S. persons | $3.80 billion |
People
| Total employees (excluding clerical) | 44 |
| Employees performing investment advisory functions (including research) | 22 |
| Employees who are registered representatives of a broker-dealer | 9 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $881.0 million |
| Clients for whom the firm has custody | 3 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $881.0 million |
| Clients for whom a related person has custody | 3 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 3 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities in which it has another sales interest
- Receives soft dollar benefits
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Investment companies | 3 | $4.39 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 7 | $4.45 billion |
| Pension and profit sharing plans (not the participants or government plans) | 1 | $838.1 million |
| Other investment advisers | 2 | $492.7 million |