KMF Investments Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 146210
- Registered since
- August 10, 2026
- Website
- www.kmfinvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles71.6%
- Individuals28.4%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
KMF Investments Management, LLC is a privately owned LLC operating as a hedge fund adviser. The firm serves both individual/family clients and institutional investors, offering portfolio management for individuals, small businesses, and pooled investment vehicles. Its compensation structure combines an asset-based fee with performance-based fees. KMF is not positioned as an ESG-focused manager, does not act as a capital allocator, and does not operate as a multi-state adviser or pension consultant. The firm also sponsors and serves as general partner and managing member for pooled vehicles it operates. The adviser became SEC-registered in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities65%
- Non-Exchange Traded Equities25%
- US Government Bonds10%
Contacts
3 of 4
Jay Sullivan
Senior Operating PartnerCRD 8214024

Arvind Mallik
Managing PartnerCRD 5475183

Paul Ucheoma
Director of InvestmentsCRD 7192655
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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