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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
| LEDBETTER, TERRY, LEE | I | PRESIDENT, SECRETARY, & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 7, 2025 REGISTERED
Notice Filings (1)
TX
Address
400 W. LOUISIANA STREETMCKINNEY, TX 75069-4444
United States
Phone: 214-425-7027