KMF Investments Management, LLC

RIASEC Registered
Total AUM
$146M
Discretionary
$146M
100% of AUM
Avg account
$2.5M
Accounts
59
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
146210
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

FINTRX

Overview

KMF Investments Management, LLC is an owner-operated limited liability company that operates as a hedge fund manager. The firm serves both high-net-worth individuals and family clients as well as institutional investors, offering portfolio management for individual/small-business accounts and for pooled investment vehicles. Its business model includes acting as sponsor, general partner, and managing member of pooled investment vehicles, and its fee schedule combines a percentage-of-assets approach with performance-based fees typical of hedge fund structures. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 65%, Non-Exchange Traded Equities 25%, US Government Bonds 10%65%
  • Exchange Traded Equities65%
  • Non-Exchange Traded Equities25%
  • US Government Bonds10%

Contacts

3 of 4
  • Jay Sullivan

    Jay Sullivan

    Senior Operating PartnerCRD 8214024

  • Arvind Mallik

    Arvind Mallik

    Managing PartnerCRD 5475183

  • Paul Ucheoma

    Paul Ucheoma

    Director of InvestmentsCRD 7192655

Unlock 1 more contacts

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth