KP7 Investors LLC

Overview

KP7 Investors LLC is a privately held limited liability company operating as an independent registered investment adviser that focuses on portfolio management for individuals and small businesses. Ownership is individual rather than institutional, and the client base is concentrated on individual and family relationships. The firm charges advisory fees on a percentage-of-assets basis and also uses performance-based fee arrangements for at least some client relationships. KP7 describes itself as a single-state operation and does not position itself as an ESG investor, pension consultant, or multi-state adviser. The practice model centers on discretionary portfolio management rather than acting as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives