KDB ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 129745
- Website
- kdbasset.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses37.55%
- HNWI33.54%
- Individuals28.91%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
KDB Asset Management, LLC is a privately held limited liability company that serves individual and family clients. The firm acts as a capital allocator and provides discretionary portfolio management for individuals, small businesses and institutions, and it also performs manager selection for third-party advisers. Its fees are charged as a percentage of assets under management and via fixed fees. KDB is not identified as an active ESG investor and is reported as an insurance-company affiliate in its industry affiliations.
Assets & Accounts
Public Holdings
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 Equities73%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds11%
- Other1%
Contacts
2 of 2KENNETH HALBERG
Registered Investment AdvisorCRD 2946258
DAVID HALBERG
PrincipalCRD 4753674
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
- 14 E 60th St
- Time zone
- ET (UTC-5)
- Office locations
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