|
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| Kahn Brothers Advisors LLC
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| |
|---|---|
| CRD # | 144368 |
| SEC # | 801-14146 |
| CIK # | |
| AUM | $621.5 MM (2024-03-29) |
| Employees | 6 (50% Investors, 100% Brokers) |
| Phone | 212-980-5050 |
| Address | 555 Madison Ave New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 85.4 |
| (b) Individuals (high net worth individuals) | 168 | 449.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 48.6 |
| (h) Charitable organizations | 0 | 26.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 394 | 621.5 |
| By Discretionary | ||
| Discretionary | 388 | 610.3 |
| Non-Discretionary | 6 | 11.2 |
| Total | 394 | 621.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 618.5 | |
| Total | 394 | 621.5 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Kahn Brothers Advisors LLC
✚
|
NY | 0.6 |
|
KB & Partners Management Co LLC
✚
|
NY | 0.1 |
|
Kahn Brothers Asset Management Corp
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Whalerock Point Partners LLC
✚
|
RI | 0.6 |
|
Lawson Kroeker Investment Management Inc
✚
|
NE | 0.6 |
|
Concentrum Wealth Management Inc
✚
|
CA | 0.6 |
|
Sterling Financial Planning Inc
✚
|
NJ | 0.6 |
|
AM Investment Strategies LLC
✚
|
TN | 0.6 |
|
Windsor Capital Management LLC
✚
|
AZ | 0.6 |
|
Paratus Financial Inc
✚
|
TX | 0.6 |
|
Bason Asset Management LLC
✚
|
CO | 0.6 |
|
Dopkins Wealth Management LLC
✚
|
NY | 0.6 |
|
Financial Partners Group LLC
✚
|
TN | 0.6 |