KG FUNDS MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
163281
Registered since
March 10, 2022

Firm profile

FINTRX

Overview

KG Funds Management operates as a compact capital allocator with a clear tilt toward concentrated equity positions and third‑party alternative managers. The firm is organized as a limited liability company and is registered with the SEC (registered in 2022). It lists CPO/CTA activity and functions that include serving as sponsor, general partner or managing member of pooled investment vehicles, indicating the firm both manages proprietary pooled products and allocates to outside managers. KG Funds Management does not identify as an active ESG investor and reports a single‑state footprint rather than a multi‑state advisory network. The firm’s public disclosures show a portfolio concentrated into a small number of large equity stakes, while its private activity centers on one private equity fund. That mix — direct public equity holdings plus allocations to hedge funds, private placements and fund‑of‑fund structures — suggests a hybrid approach: concentrated public positions for directional exposure paired with external managers to access strategy diversification or niche deal flow.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • IKE KIER

    CEOCRD 5171570

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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
888 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth