Klahanie Investment LLC
Firm details
- Headquarters
- ,
- CRD number
- 293070
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles72.89%
- HNWI27.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Klahanie Investment LLC is a privately owned limited liability company that operates as a hedge fund manager and portfolio adviser. The firm’s client mix includes individuals and families as well as institutional investors. It provides discretionary portfolio management for individuals and small businesses and manages pooled investment vehicles, and it also acts in sponsor/GP/managing-member roles for those vehicles. Compensation is a combination of an asset-based fee and performance-based fees. Klahanie is not identified as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents51%
- Exchange Traded Equities49%
Contacts
1 of 1Li Li
FounderCRD 6920595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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