KB & Partners Management Co LLC

RIASEC Registered
Total AUM
$52.8M
Discretionary
$52.8M
100% of AUM
Avg account
$52.8M
Accounts
1
Employees
5
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
108105
Registered since
April 7, 2000
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

KB & Partners Management Co LLC is an SEC-registered adviser organized as a limited liability company that operates primarily as a hedge fund manager. The firm provides portfolio management for pooled investment vehicles and serves institutional investors. It is structured to collect both asset-based fees and performance fees, and it does not position itself as a capital allocator that places client capital with external managers. The adviser has related-adviser affiliations and participates in sponsor/GP and managing-member roles for pooled vehicles, and it maintains industry relationships that include broker-dealer and other registered adviser connections. KB & Partners has been SEC-registered since 2000 and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Contacts

1 of 1
  • Andrew Kahn

    Senior Vice President & DirectorCRD 5596242

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