KTE Capital Management, LLC

Overview

KTE Capital Management, LLC is a small, client-focused advisory firm that manages discretionary portfolios for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and identifies as an active ESG investor, which it integrates into portfolio construction and manager selection. KTE’s stated business activities include portfolio management and it also participates as an adviser/sponsor and general partner or managing member of pooled investment vehicles, indicating experience with both third-party fund relationships and sponsor-level activity. Equity exposure is the central feature of the firm’s approach: the firm favors exchange-traded equities as the primary building blocks of client portfolios, supplemented by targeted alternative allocations. Custody through a mainstream custodian supports a model built on liquid, exchange-traded instruments for core exposures while allocating smaller portions of client capital to less liquid alternatives where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices