Firm profile

KOPERNIK GLOBAL INVESTORS, LLC

TAMPA, FLCRD 168625Latest ADV March 31, 2026

Kopernik Global Investors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 31, 2026, reports $10.2B in regulatory assets under management, 44 employees, and 13 accounts.

Assets Under Management
$10.2B
Employees
44
Offices
--
Total Clients
13
Primary office
TAMPA, FL
2502 N. ROCKY POINT DR., SUITE 300, TAMPA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOSarah L. Bertrand
CFOIsabel Satra
CIOAlissa P. Corcoran

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 53.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
53.8%
7
2
Investment Cos.
23.1%
3
3
Other Advisers
15.4%
2
4
Pension Plans
7.7%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$10.2Bas of March 31, 2026
Discretionary100.0%
$10.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$10.2B
Total Accounts13
10Y AUM Change+$7.6B (+293.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees44
Clients per Employee0:1
10Y Employee Change+13 (+41.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.