Kopion Asset Management, LLC

Kopion Asset Management provides discretionary investment management to individual clients focused on capital appreciation. The firm serves investors who can tolerate market risk, intend a multi‑year horizon (typically five years or more), and meet a $125,000 account minimum.

Kopion manages fully invested accounts to a single model portfolio that is relatively concentrated—usually 15–25 publicly traded common stocks—selected by fundamental analysis and generally held three or more years; cash balances may be placed in money‑market funds. The firm performs limited tax‑related trades (typically about 3% or less of an account and using roughly 31‑day holds), aggregates trades into blocks via its Schwab custodian, and occasionally uses executing brokers for large orders in illiquid stocks (executing‑broker trades represented under 1% of model‑portfolio trades from 2023–2025).

Noteworthy aspects include Kopion’s operational standardization on Schwab with tight PortfolioCenter integration, its uniform model‑portfolio approach applied to all fully invested clients, and its policy of waiving management fees for employees and their spouses. The firm also provides account‑level performance reporting in quarterly statements and documents trading and execution practices in its disclosures, reflecting more explicit performance and execution detail than is typical for many peers.