|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kahn Brothers Advisors LLC
✚
|
|
|---|---|
| CRD # | 144368 |
| SEC # | 801-14146 |
| CIK # | |
| AUM | $434.0 M (2025-03-31) |
| Employees | 6 (50% Investors, 100% Brokers) |
| Phone | 212-980-5050 |
| Address | 555 Madison Ave New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 99.0 |
| (b) Individuals (high net worth individuals) | 122 | 285.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 22.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 26.7 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 434.0 |
| By Discretionary | ||
| Discretionary | 372 | 427.5 |
| Non-Discretionary | 4 | 6.4 |
| Total | 376 | 434.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 431.4 | |
| Total | 376 | 434.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Kahn Brothers Advisors LLC
✚
|
NY | 0.4 |
|
KB & Partners Management Co LLC
✚
|
NY | 0.1 |
|
Kahn Brothers Asset Management Corp
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Monarch Wealth Strategies
✚
|
CA | 0.4 |
|
Grunden Financial Advisory Inc
✚
|
TX | 0.4 |
|
Weaver Capital Management LLC
✚
|
GA | 0.4 |
|
Absolute Capital Management LLC
✚
|
PA | 0.4 |
|
ACT Advisors LLC
✚
|
NC | 0.4 |
|
Strategic Advocates LLC
✚
|
UT | 0.4 |
|
Stenger Family Office LLC
✚
|
IL | 0.4 |
|
BGM Wealth Partners LLC
✚
|
MN | 0.4 |
|
WrapManager Inc
✚
|
CA | 0.4 |
|
Independence Financial Advisors LLC
✚
|
NH | 0.4 |