KDT Advisors LLC

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Assets, Funds, Holdings

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KDT Advisors LLC
CRD #289816
SEC #801-111805
CIK #0002054458, 0000205445
AUM 210.4 M (2026-06-04)
Employees 5 (60% Investors, 0% Brokers)
Fees
Minimum
Phone929-293-1270
Address103 Carnegie Center
Princeton, NJ 08540
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 4.2
Alphabet Inc 3.0
Microsoft Corp 2.4
Nvidia Corp 1.5
Johnson & Johnson 1.3
J P Morgan Chase & Co 1.1
Goldman Sachs Group Inc 1.0
Chevron Corp 1.0
Procter & Gamble Co 1.0
Oracle Corp 1.0
View All
Holdings by Sector ($M)
13010478522602023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 5 0.9
(b) Individuals (high net worth individuals) 26 65.9
(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 21 143.7
(n) Other 0 0.0
Total 60 210.4
By Discretionary
Discretionary 27 136.6
Non-Discretionary 33 73.8
Total 60 210.4
By Non-United States Persons
Non-United States Persons 161.0
United States Persons 49.4
Total 60 210.4
EDGAR Form CIK 2011 - 2026
13F-HR [0002054458]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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