KODIAK CAPITAL ADVISORS LLC
Firm details
- Headquarters
- ,
- CRD number
- 174819
- Website
- kodiakpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kodiak Capital Advisors LLC is a small, privately held limited liability company that provides portfolio management services to individuals and small businesses. The firm charges fees as a percentage of assets under management and may also assess performance-based fees. It is not identified as a capital allocator, a pension consultant, a related adviser, or an active ESG investor. Regulatory details such as the SEC registration year are not specified in the available record.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Owners & executives
1 of 1Steven Mansell
Chief Operations OfficerCRD 7431214
Contacts
2 of 2JEFFREY MANSELL
General PartnerCRD 5527950
KEVIN MANSELL
Director of Client ServicesCRD 5555546
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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