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Kopion Asset Management, LLC

● SEC registered since 2020CRD 152693SEC# 801-118111McKinney, TX
Export (members)
Reg. AUM
$159M
Employees
2
Accounts
14
Location
McKinney, TX

Kopion Asset Management, LLC assets under management

Kopion Asset Management, LLC is an investment advisory firm registered with the SEC based in McKinney, TX. The firm has been registered since 2020. It reports $159 million in regulatory assets under management and employs 2 people.
www.kopion.comView on SEC.gov ↗

Kopion Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Terry Lee Ledbetter ControlPresident, Secretary, & Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Kopion Asset Management, LLC manage?

Kopion Asset Management, LLC reports $159 million in regulatory assets under management on its Form ADV.

How many employees does Kopion Asset Management, LLC have?

Kopion Asset Management, LLC reports 2 employees.

Where is Kopion Asset Management, LLC located?

Kopion Asset Management, LLC is based in McKinney, TX and has been SEC-registered since 2020.

Does Kopion Asset Management, LLC disclose fund performance?

Kopion Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 W. Louisiana Street, McKinney, TX 75069-4444
Phone214-425-7027
FaxNONE
Office hours9:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1728689
Discloses disciplinary historyNo

Assets under management

Discretionary$159M
Non-discretionary$0
Total (RAUM)$159M