KCB MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PASADENA, California
CRD number
168863
Registered since
April 29, 2022

Firm profile

FINTRX

Overview

KCB Management LLC is an SEC-registered limited liability company that began registration in 2022 and operates as a sponsor and general partner for pooled investment vehicles. The firm’s ownership is tied to a domestic entity and an individual, and it serves primarily as an operator of private investment vehicles rather than as a traditional multi-state advisory firm. KCB is not designated as an active ESG investor, does not act as a pension consultant, and is not identified as a related adviser to another registered adviser. KCB’s regulatory and organizational footprint indicates a narrow, fund-centric business model: it manages pooled funds and serves in governing roles (sponsor/GP/managing member) rather than providing broad retail advisory services or acting as a capital allocator to outside managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • PETER KNELL

    Managing DirectorCRD 6037991

  • HARVEY KNELL

    Founder & PresidentCRD 6037972

  • Megan Pautler

    Managing DirectorCRD 7547315

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PASADENA, CA

LOS ANGELES

Location

PASADENA, CA

Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
117 E Colorado Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth