KOPION ASSET MANAGEMENT, LLC
CRD #152693 SEC #801-118111 MCKINNEY, TX 214-425-7027
SEC Registered
Total AUM
$159M
Discretionary
$159M
Employees
2
Clients
0
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $159M | $159M | $0 | 2 | 0 |
| Jan 2024 | $130.9M | $130.9M | $0 | 2 | 0 |
| Jan 2023 | $113.6M | $113.6M | $0 | 2 | 0 |
| Jan 2022 | $126.7M | $126.7M | $0 | 2 | 0 |
| Oct 2021 | $137.2M | $137.2M | $0 | 2 | 0 |
| Jan 2021 | $142M | $142M | $0 | 2 | 0 |
| Jan 2021 | $139.7M | $139.7M | $0 | 2 | 0 |
| May 2020 | $91.1M | $91.1M | $0 | 2 | 0 |
| Jan 2020 | $107.2M | $107.2M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees2
Clients0