KINDERHOOK INDUSTRIES, LLC

RIASEC RegisteredEst. 2012

Total AUM

$11.5B

Discretionary

$11.5B

100% of AUM

Avg account

$955M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 160193
Registered since: March 20, 2012
Website: www.kinderhook.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kinderhook Industries, LLC is an SEC-registered private equity firm organized as a limited liability company and registered in 2012. The firm operates for institutional clients and serves as sponsor, general partner, and managing member of pooled investment vehicles, taking primary responsibility for portfolio management of its funds. Its compensation combines a percentage-of-assets approach with performance-based fees, and the firm identifies itself as an active ESG investor. Kinderhook is structured as an owner-operated LLC and is not positioned as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

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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

3 of 3

LISA SCHMIDT
Chief Financial OfficerCRD 6018927
MICHAEL IULIANO
Managing Director, General Counsel and Chief Compliance OfficerCRD 5633359
LOUIS AURELIO
Managing Director and Chief Administrative OfficerCRD 4424026