|
⚲
|
| KDP Asset Management Inc
✚
|
|
|---|---|
| CRD # | 110265 |
| SEC # | 801-57760 |
| CIK # | |
| AUM | $441.8 MM (2023-03-31) |
| Employees | 19 (84% Investors, 0% Brokers) |
| Phone | 802-223-0440 |
| Address | 24 Elm Street Montpelier, VT 05602-2814 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | KDP Defensive High Yield Fund LP | 2012-03-30 | 11.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 29 | 27.9 |
| (c) Banking or thrift institutions | 5 | 351.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 55.3 |
| (h) Charitable organizations | 1 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 441.8 |
| By Discretionary | ||
| Discretionary | 31 | 90.3 |
| Non-Discretionary | 5 | 351.5 |
| Total | 36 | 441.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 55.3 | |
| United States Persons | 386.5 | |
| Total | 36 | 441.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Altrius Capital Management Inc
✚
|
NC | 0.4 |
|
Avivar Capital LLC
✚
|
CA | 0.4 |
|
CJ Partners LLC
✚
|
WA | 0.4 |
|
DB Fitzpatrick & Co Inc
✚
|
ID | 0.4 |
|
Dara Capital US Inc
✚
|
FL | 0.4 |
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.4 |
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 0.4 |
|
Colorado Capital Management Inc
✚
|
CO | 0.4 |
|
RDA Financial Network Inc
✚
|
IA | 0.4 |
|
The Retirement Group LLC
✚
|
CA | 0.4 |