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KOPION ASSET MANAGEMENT, LLC
CRD 152693 · SEC 801-118111
400 W. LOUISIANA STREET, MCKINNEY, TX, 75069-4444, United States
Phone
214-425-7027
Fax
NONE
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.6M
Discretionary AUM
$142.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $3.5M |
| High net worth individuals | 5 | $139.1M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD