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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Tampa, FL HQ: Tampa, FL

Kopernik Global Investors

$10.2B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($846.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Venture Capital, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
26
5 Open Source Trails Below
Sum of Disclosed Rows
$846.9M
Total AUM: $10.2B
Median Disclosed Amount
$29.2M
Range: $10.0M – $59.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Kopernik Global Investors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Hopen Life Sciences Fund II, LPAdviser 7.B Vehicle Buyout 2025
$10.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GIP V / Global Infrastructure Partners VAdviser 7.B Vehicle Infrastructure 2025
$52.1M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
LFM Capital Partners III-A LPAdviser 7.B Vehicle Buyout 2025
$49.5M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Congruent Ventures IIIAdviser 7.B Vehicle Venture Capital 2025
$49.5M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Credit Opportunities Fund VIAdviser 7.B Vehicle Private Credit 2025
$44.3M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Kopernik Global Investors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Kopernik Global Investors (Tampa, FL) committed $44.3M to SV7 Impact Medicine Fund, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($234.1M allocation gap toward a 16.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-21

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Kopernik Global Investors

508 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Kopernik Global Investors (24 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 12 Shared Vehicles

Hartland Huron Valley Goldstein Mutual & Casualty Insurance General Account

Insurance Company Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
The Rise Fund III, L.P. (2023 Vintage)
Kopernik Global Investors: $43.8M · SEC Form ADV 7.B
Hartland Huron Valley Goldstein Mutual & Casualty Insurance General Account: $62.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Thayer Ventures IV, L.P. (2023 Vintage) · The Veritas Capital Fund VIII, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Pantheon Global Primary Fund-of-Funds

Fund of Funds / Seeder San Francisco, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thayer Ventures IV, L.P. (2023 Vintage)
Kopernik Global Investors: $23.8M · SEC Form ADV 7.B
Pantheon Global Primary Fund-of-Funds: $27.2M · SEC Form ADV 7.B

Additional shared vehicles: The Rise Fund III, L.P. (2023 Vintage) · The Veritas Capital Fund VIII, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Germantown Chestnut Hill Worthington Multi-Family Office Private Capital Platform

Family Office / MFO Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
The Veritas Capital Fund VIII, L.P. (2022 Vintage)
Kopernik Global Investors: $28.0M · SEC Form ADV 7.B
Germantown Chestnut Hill Worthington Multi-Family Office Private Capital Platform: $14.0M · SEC Form ADV 7.B

Additional shared vehicles: The Rise Fund III, L.P. (2023 Vintage) · Thayer Ventures IV, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+505 Additional Institutional LPs Report Shared Vehicles with Kopernik Global Investors

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Kopernik Global Investors

You are viewing 5 open public preview records (out of 26 total tracked records for Kopernik Global Investors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (508 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (7) & CRM export

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Strategies Disclosed by Kopernik Global Investors

Frequently Asked Questions: Kopernik Global Investors

What type of institutional allocator is Kopernik Global Investors and what is their typical disclosed ticket size?

Kopernik Global Investors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Tampa, FL; Headquarters: Tampa, FL). Across 26 historical disclosure records tracked on Prilago ($846.9M total parsed USD across disclosed rows), the median disclosed amount is $29.2M (range: $10.0M to $59.9M).

Which private-market strategies appear in Kopernik Global Investors's public disclosures?

Kopernik Global Investors has disclosed records across Buyout, Real Estate, Private Equity, Venture Capital, Private Credit. Open preview records include Hopen Life Sciences Fund II, LP (2025 Vintage), GIP V / Global Infrastructure Partners V (2025 Vintage), LFM Capital Partners III-A LP (2025 Vintage), Congruent Ventures III (2025 Vintage).

How are Kopernik Global Investors's historical records substantiated and separated from active searches on Prilago?

Records for Kopernik Global Investors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Kopernik Global Investors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/kopernik-global-investors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Kopernik Global Investors?

In Prilago's bilateral commitment graph, Kopernik Global Investors shares resolved underlying fund vehicles with 508 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Hartland Huron Valley Goldstein Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. The Rise Fund III, L.P. (2023 Vintage)), Pantheon Global Primary Fund-of-Funds (12 shared vehicles, e.g. Thayer Ventures IV, L.P. (2023 Vintage)), Germantown Chestnut Hill Worthington Multi-Family Office Private Capital Platform (9 shared vehicles, e.g. The Veritas Capital Fund VIII, L.P. (2022 Vintage)).

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