KAHN BROTHERS ADVISORS LLC

RIASEC RegisteredEst. 1978

Total AUM

$499M

Discretionary

$491M

98% of AUM

Avg account

$1.4M

Accounts

351

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 144368
Registered since: October 17, 1978
Website: kahnbrothers.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI72.84%
Individuals16.29%
Charitable Organizations6.07%
Corporations / Businesses4.8%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kahn Brothers Advisors LLC is a long-established SEC-registered advisory firm that focuses on portfolio management for both individuals/families and institutional clients. The firm runs primarily equity-oriented strategies, favoring exchange-traded securities as the backbone of client portfolios. Its business model combines traditional percentage-of-AUM billing with performance-based fees, indicating the firm manages strategies where incentive alignment and active performance are part of the client proposition. The firm also maintains activities beyond pure advisory work: it has broker-dealer and sponsor/manager roles tied to pooled investment vehicles, and it acts as an investment adviser for businesses and institutions. Kahn Brothers is not positioned as an active ESG investor and does not present itself as a multi-state adviser under its filing classification.