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| KDT Advisors LLC
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|---|---|
| CRD # | 289816 |
| SEC # | 801-111805 |
| CIK # | 0000205445, 0002054458 |
| AUM | $229.8 M (2025-06-04) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 929-293-1270 |
| Address | 14 Wall St New York, NY 10005 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.9 | ||
| Apple Inc | 3.9 | ||
| Alphabet Inc | 2.0 | ||
| Nvidia Corp | 1.4 | ||
| VISA Inc | 1.4 | ||
| Oracle Corp | 1.3 | ||
| Procter & Gamble Co | 1.3 | ||
| Exxon Mobil Corp | 1.1 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Union Pacific Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.3 |
| (b) Individuals (high net worth individuals) | 32 | 58.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 129.1 |
| (n) Other | 6 | 42.0 |
| Total | 75 | 229.8 |
| By Discretionary | ||
| Discretionary | 39 | 162.8 |
| Non-Discretionary | 36 | 66.9 |
| Total | 75 | 229.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 186.8 | |
| United States Persons | 42.9 | |
| Total | 75 | 229.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054458] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wolman Wealth Management Inc
✚
|
CA | 0.2 |
|
Stolz & Associates PS
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|
WA | 0.2 |
|
International Private Wealth Advisors LLC
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|
CA | 0.2 |
|
Atlatl Advisers LLC
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|
WI | 0.2 |
|
Hansen & Associates Financial Group Inc
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|
CA | 0.2 |
|
Pinnacle West Asset Management Inc
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|
WY | 0.2 |
|
Hurley Capital LLC
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|
NY | 0.2 |
|
Westpark Wealth Advisors Inc
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|
TX | 0.2 |
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 0.2 |
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |