Kcllc

RIASEC Registered
Total AUM
$23.2M
Discretionary
$0
0% of AUM
Avg account
$23.2M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Alhambra, California
CRD number
291522
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kcllc is a limited liability company that operates as a hedge fund and provides portfolio management for pooled investment vehicles on behalf of institutional clients. The firm is owned by an individual and serves primarily as an adviser and sponsor/GP or managing member for its pooled vehicles. Its fee schedule includes both a percentage-of-assets component and fixed fees. The firm is not positioned as a capital allocator in the sense of running an allocator platform; instead it appears to run its own fund product while using third‑party managers for certain exposures (see Investments & Alternatives).

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Hugo Chan

    Hugo Chan

    Co-Founder and Chief Investment OfficerCRD 6888206

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Alhambra, CA

Los Angeles

Location

Alhambra, CA

Headquartered in Alhambra, 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
1525 S Garfield Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth