# KOI PORTFOLIO MANAGEMENT, LLC

KOI PORTFOLIO MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 310421
- Type: SEC-registered investment adviser
- SEC file number: 801-119494
- Phone: (770) 630-7471
- Latest filing: 2026-01-23
- Regulatory AUM: $63.2M
- Discretionary AUM: $63.2M
- Clients: 1
- Accounts: 81

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| LACQUEMENT GORDON RICHARD | MANAGING MEMBER AND PRINCIPAL; MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Lacquement Heidi Marie | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310421/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310421/similar
- Related entities: https://search.stillhousedata.com/firm/310421/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310421

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.