Copernicus International LLC (Hartford)


Copernicus International LLC is a large advisory firm based in Hartford. It manages $62.55 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Copernicus International provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Copernicus International: assets under management

The assets under management (AUM) of Copernicus International LLC is $62.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 173% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.42 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Copernicus International LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Copernicus International LLC

Kevin Mark Means has served as the Chief Investment Officer since 1 Nov 2006. Charles Beaubien Krusen joined the executive team most recently as the Director Of Strategic Planning.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Alpha Equity Management Llc Member 1 Sep 2005 50% - 75% 126612
Kgv Llc Member 1 Sep 2005 25% - 50% 42-1687154
Kevin Mark Means Co-chief executive officer 1 Sep 2005 Other 2279192
Charles Beaubien Krusen Co-chief executive officer 1 Sep 2005 Other 2272656
Peter Egon Desvastich Chief operating officer and chief compliance officer 1 Sep 2005 Other 2739868
Vincent J. Fioramonti Chief investment officer - international 1 Sep 2005 Other 4668465
Donald Eugene Townswick Director of research 1 Sep 2005 Other 2279169
Alan David Glatt Director of business development 1 Sep 2005 Other 1587515
Achilles Venetoulias Chief risk officer 1 Sep 2005 Other 4402707
Neil David Kochen Chief risk officer 1 Mar 2006 Other 1884532
Charles Beaubien Krusen Director of strategic planning 1 Nov 2006 Other 2272656
Kevin Mark Means Chief investment officer 1 Nov 2006 Other 2279192

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Kevin Mark Means Managing member 1 Feb 2000 50% - 75% 2279192
Kgv Holdings Llc Member 1 Sep 2005 75% - 100% 42-1687157

Based in Hartford

The principal office where Copernicus International LLC performs its advisory services is located at 90 State House Square, Hartford, CT 06103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-773-6287 or by fax 860-218-1521. The normal business hours are 8:30am - 5:30pm est on Monday - Friday.