KABOUTER MANAGEMENT, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 153099
- Registered since
- July 2, 2010
- Website
- kaboutermgmt.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers61.45%
- Pooled Investment Vehicles38.55%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kabouter Management, LLC is an SEC‑registered hedge fund organized as an LLC that runs active, institutionally oriented strategies. The firm manages pooled vehicles and separately managed portfolios, acting in capacities consistent with a CPO/CTA and as sponsor/GP or managing member of its funds. Its client base is primarily institutional, and its fee model combines a percentage of assets under management with performance‑based fees. Kabouter identifies as an active ESG investor and shows a clear equity preference, using exchange‑traded instruments for liquid exposure while operating private pooled vehicles for less liquid or bespoke allocations. Investment activity centers on concentrated public equity exposures delivered both through ETFs and direct stock positions, supplemented by private funds and real‑asset allocations. The firm’s structure and product mix indicate it balances liquid, ETF‑based tilts (notably small‑cap international) with longer‑duration commitments via its hedge funds and other private fund vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Sandeep Shah
Chief Financial OfficerCRD 6772804
LINDA CHOI
Chief Operating OfficerCRD 5811652
Contacts
2 of 2MARCEL HOUTZAGER
Principal & Senior Portfolio ManagerCRD 2103094
PETER ZALDIVAR
Principal & Senior Portfolio ManagerCRD 5811647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$13.3M in ETFs
100%
$13.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE SMALL-CAP ETF (SCZ) | BlackRock | Passive | Foreign Small/Mid Blend | $13.3M | 196,862 | 100.00% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 401 N Michigan Ave
- Time zone
- CT (UTC-6)
- Office locations
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