|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kaufman Hall Investment Management LLC
✚
|
|
|---|---|
| CRD # | 328876 |
| SEC # | 801-129164 |
| CIK # | |
| AUM | $2.3 B (2025-03-21) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 224-724-3809 |
| Address | 10 Cadillac Drive Brentwood, TN 37027 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 2.3 |
| By Discretionary | ||
| Discretionary | 50 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 50 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 50 | 2.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rock Harbor Partners LLC
✚
|
NY | 2.3 |
|
Cookson Peirce & Co Inc
✚
|
PA | 2.3 |
|
Valley Wealth Managers Inc
✚
|
NJ | 2.3 |
|
Ingham Russell Investment Advisors Inc
✚
|
FL | 2.3 |
|
Checchi Capital Advisers LLC
✚
|
CA | 2.3 |
|
Howard Capital Management Group LLC
✚
|
CA | 2.3 |
|
LM Advisors LLC
✚
|
CA | 2.3 |
|
McAdam LLC
✚
|
PA | 2.3 |
|
Strategic Financial Services Inc
✚
|
NY | 2.3 |
|
LVW Advisors LLC
✚
|
NY | 2.3 |