KITSMAN INVESTMENT MANAGEMENT

Overview

Kitsman Investment Management is a small, fee-based advisory firm organized as an LLC that focuses on portfolio management for individuals, families and a limited set of institutional relationships. The firm charges a percentage-of-AUM fee and favors liquid public markets for implementation. Its filings show a clear equity tilt: the majority of assets are held in exchange-traded equities (single-name stocks and ETFs) rather than private or direct alternative structures. Kitsman is not identified as an active ESG investor, it does not act as a capital allocator to external private funds, and it primarily operates with a non-discretionary mandate for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices