Kahn Brothers Advisors LLC

RIASEC Registered
Total AUM
$499M
Discretionary
$491M
98% of AUM
Avg account
$1.4M
Accounts
351
Employees
5
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
144368
Registered since
October 17, 1978
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 4%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents4%

Contacts

3 of 5
  • Thomas Kahn

    PresidentCRD 263171

  • Andrew Kahn

    Senior Vice President & DirectorCRD 5596242

  • Karen Demarco

    Vice PresidentCRD 2415233

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth