# Kopion Asset Management

Kopion Asset Management is an Asset Manager based in Chicago, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** kopionam.com

## Regulatory record

- **CRD number:** 152693
- **SEC file number:** 801-118111
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152693

## About

KOPION ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in MCKINNEY, TX, registered since 2020. The firm manages approximately $143 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Enterprise Software
- AI/ML
- Digital Health
- FinTech
- Cybersecurity

## People

- Tom Plumb — Portfolio Manager

## Questions

### What differentiates Kopion's portfolio construction approach?

Kopion runs a deliberately concentrated book of 20 to 30 small- and mid-cap names, held for five to seven years on average. This stands in contrast to the typical small-cap manager who diversifies across 80 to 120 positions as a volatility-management tool. Position sizing is conviction-weighted, not benchmark-relative.

### Which sectors does Kopion typically target?

The firm gravitates toward knowledge-economy compounders with high returns on invested capital and insider-aligned management. Recurring sector exposures include enterprise software, digital health, fintech, and cybersecurity. The team avoids capital-intensive industrials and commodity-reliant businesses that lack pricing power.

### Does Kopion participate in fund commitments or only direct equity positions?

Kopion runs a direct, long-only public equity strategy. The firm does not operate as a fund of funds, nor does it allocate to external managers. All capital is deployed into single-name common stocks selected through bottom-up fundamental research.

### How is Kopion related to any parent entity or adjacent vehicle?

Kopion is an independent boutique with no parent organization. It does not operate a registered philanthropic foundation, a real-asset arm, or a separate private-placement vehicle. All client capital runs through the single concentrated equity strategy.

## Related profiles

- [Kompass Financial Advisors](https://altss.com/profile/kompass-ventures)
- [Koplan & Associates](https://altss.com/profile/koplan-and-associates)

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Last updated: 2026-06-03T20:00:00.000Z

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