Kahn Brothers Advisors LLC
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
FINTRXOverview
Kahn Brothers Advisors LLC is an independent registered investment adviser that has been SEC-registered since 1978. The firm serves both individual and family clients as well as institutional and business accounts, offering portfolio management across those client types. Its compensation includes a percentage-of-assets-under-management fee and arrangements that can include performance-based fees. The firm appears set up to operate beyond a pure advisory mandate: filings list affiliations consistent with broker-dealer activity and roles as sponsor/GP/managing member of pooled investment vehicles. Kahn Brothers is not identified as an active ESG investor and its advisory activities focus on discretionary portfolio management for individuals, small businesses and institutional entities.
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 Equities95%
- Cash & Cash Equivalents4%
Contacts
3 of 5Thomas Kahn
PresidentCRD 263171
Andrew Kahn
Senior Vice President & DirectorCRD 5596242
Karen Demarco
Vice PresidentCRD 2415233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 555 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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