KOI PORTFOLIO MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 310421). Regulatory assets under management: $63.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| 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 | — |