Kinderhook Industries, LLC

RIASEC RegisteredEst. 2012
Total AUM
$11.5B
Discretionary
$11.5B
100% of AUM
Avg account
$955M
Accounts
12
Employees
30
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
160193
Registered since
March 20, 2012
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 organized as a limited liability company and operates as a private equity fund manager focused on pooled investment vehicles for institutional investors. The firm is SEC-registered (since 2012) and functions as a sponsor/general partner and managing member of its funds, taking an active role in portfolio management and governance. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm indicates active engagement with environmental, social and governance factors as part of its investment approach. Advisory activity is concentrated on private pooled vehicles rather than separate-account portfolio management, and Kinderhook does not position itself as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Lisa Schmidt

    Lisa Schmidt

    Chief Financial OfficerCRD 6018927

  • Louis Aurelio

    Louis Aurelio

    Managing Director and Chief Administrative OfficerCRD 4424026

  • Michael Iuliano

    Managing Director, General Counsel and Chief Compliance OfficerCRD 5633359

Contacts

3 of 3
  • Thomas Tuttle

    Thomas Tuttle

    Managing DirectorCRD 2065730

  • Robert Michalik

    Robert Michalik

    Managing DirectorCRD 2168262

  • Christian Michalik

    Christian Michalik

    Managing DirectorCRD 6018916

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
505 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth