Clients
Kopernik Global Investors serves 13 clients, 7 of them pooled investment vehicles. The average client has about $783 million with the firm.
- Investment companies3 clients43%
- Pooled investment vehicles7 clients44%
- Pension and profit-sharing plans1 clients8%
- Other investment advisers2 clients5%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 3 | $4,392,636,528 | 43.2% | $1.46B |
| Pooled investment vehicles | 7 | $4,453,341,484 | 43.8% | $636.2M |
| Pension and profit-sharing plans | 1 | $838,126,432 | 8.2% | $838.1M |
| Other investment advisers | 2 | $492,657,514 | 4.8% | $246.3M |
| Total | 13 | $10,176,761,958 | 100% | $782.8M |
- Clients
- 3
- Regulatory AUM
- $4,392,636,528
- Share
- 43.2%
- Avg. per client
- $1.46B
- Clients
- 7
- Regulatory AUM
- $4,453,341,484
- Share
- 43.8%
- Avg. per client
- $636.2M
- Clients
- 1
- Regulatory AUM
- $838,126,432
- Share
- 8.2%
- Avg. per client
- $838.1M
- Clients
- 2
- Regulatory AUM
- $492,657,514
- Share
- 4.8%
- Avg. per client
- $246.3M
Total
- Clients
- 13
- Regulatory AUM
- $10,176,761,958
- Share
- 100%
- Avg. per client
- $782.8M
What it does
Kopernik Global Investors provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and performance-based fees.
Kopernik Global Investors advises 3 private funds.
100.0% of assets ($10.18B across 13 accounts) are managed with discretion. 48% of clients are outside the U.S., and 9 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks83%
- Exchange-traded equities81%
- Non-exchange-traded equities2%
- Cash17%
Custodians
Kopernik Global Investors’ client accounts are held mainly at The Bank of New York Mellon, with 8% of managed assets, and Northern Trust, with 3%. Kopernik Global Investors has custody of $881.0M for 3 clients.
- Brown Brothers Harriman &Brown Brothers Harriman & Co · Boston, MA · $186.3M2%
- Northern TrustNorthern Trust Corporation · Chicago, IL · $306.4M3%
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $838.1M8%
- All other custodians$8.85B87%
Ownership and leadership
Kopernik Holdings, LLC owns 75% or more of Kopernik Global Investors.
- Owns 75% or more of Kopernik Global Investors, LLC
Kopernik Holdings, LLC
Control person · since January 2014
- Owns 50% to 75% of Kopernik Holdings, LLC
David Iben
Control person · since January 2014
Leadership
- Neda YarichPresident
- Isabel SatraChief Financial Officer
- Sarah BertrandGeneral Counsel and Chief Compliance Officer
- Alissa CorcoranCo-Chief Investment Officer, Director of Research
- David IbenManager, Co-Chief Investment Officer
Staff
- 44 employees
- 22 in advisory functions
- 9 broker-dealer reps
Reported holdings
Kopernik Global Investors’ reported 13F holdings total $1.63B across 30 positions, and the ten largest make up 75.7% of it.
- $1.63B
- Reported 13F value
- 30
- Positions
- 75.7%
- In the 10 largest
- +14.0%
- Value vs. prior quarter
- Range Res Corp.15.0%
- Seabridge Gold Inc.11.9%
- Expand Energy Corporation9.6%
- KT Corp. · Sponsored ADR9.6%
- Nutrien Ltd8.4%
- Weyerhaeuser CO5.5%
- Concentrix Corp.4.4%
- Rayonier Inc.4.3%
- Northern Dynasty Minerals LT3.8%
- Cresud S A C I F Y A · Sponsored ADR3.3%
Together, the ten largest are 75.7% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $1.63B is not its $10.18B in regulatory assets and does not represent any individual client's portfolio.
Fees
Kopernik Global Investors is paid through a percentage of assets under management and performance-based fees.
Kopernik Global Investors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Kopernik Global Investors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 2502 N. Rocky Point DR., Suite 300, TampaHQ
Registration details
- Legal name
- Kopernik Global Investors, LLC
- Headquarters
- 2502 N. Rocky Point DR., Suite 300, Tampa, FL 33607
- Phone
- 813-314-6100
- Website
- www.kopernikglobal.com
- SEC file
- 801-78514
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Kopernik Global Investors have?
Kopernik Global Investors has 13 clients and manages $10.2 billion for them, as of July 2026. They include 7 pooled investment vehicles, 3 investment companies and 2 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026
What services does Kopernik Global Investors offer?
Kopernik Global Investors provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Kopernik Global Investors use?
Kopernik Global Investors’ separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $838,126,432, Northern Trust Corporation (Chicago, IL), with $306,371,328 and Brown Brothers Harriman & Co (Boston, MA), with $186,286,186. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026
How many financial advisors does Kopernik Global Investors have?
Kopernik Global Investors has 0 investment adviser representatives registered with state securities authorities, out of 44 employees, and 22 perform investment advisory functions. 9 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kopernik Global Investors invest in?
At the end of its last fiscal year, Kopernik Global Investors’ separately managed accounts held 81% exchange-traded equities, 17% cash and equivalents and 2% non-exchange-traded equities. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kopernik Global Investors?
Kopernik Global Investors is owned through a holding company by David Iben. Its direct owner is Kopernik Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 July 2026
How does Kopernik Global Investors get paid?
Kopernik Global Investors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file