← Directory
KOPERNIK GLOBAL INVESTORS, LLC
CRD 168625File 801-78514
APPROVED
Custody
Filing as of Jul 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.18B
Top 10% of cohort (national)
Discretionary AUM
$10.18B
Clients
13
13 accounts
Employees
44
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 6, 2013
- Principal office
- 2502 N. ROCKY POINT DR., SUITE 300, TAMPA, FL, 33607
- Phone
- 813-314-6100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.18B
- Discretionary AUM
- $10.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $782.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $4.39B |
| Other investment advisers | 2 | $492.7M |
| Pooled investment vehicles | 7 | $4.45B |
| Pension and profit sharing plans | 1 | $838.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 45 | 44 | decreased by1 |
| Apr 1, 2026 | AUM | $5,515,697,989 | $10,176,761,958 | increased by$4,661,063,969 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 41 | 45 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 14 | 13 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,230,111,486 | $5,515,697,989 | decreased by$714,413,497 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 14 | 13 | decreased by1 |
| Apr 1, 2022 | Employees | 36 | 41 | increased by5 |
| Apr 1, 2022 | Clients | 15 | 14 | decreased by1 |
| Apr 1, 2022 | AUM | $4,300,557,614 | $6,230,111,486 | increased by$1,929,553,872 |
| Apr 1, 2022 | Accounts | 15 | 14 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KOPERNIK GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KOPERNIK GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.