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| KDT Advisors LLC
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|---|---|
| CRD # | 289816 |
| SEC # | 801-111805 |
| CIK # | 0002054458, 0000205445 |
| AUM | $210.4 M (2026-06-04) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 929-293-1270 |
| Address | 103 Carnegie Center Princeton, NJ 08540 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| 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) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.9 |
| (b) Individuals (high net worth individuals) | 26 | 65.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 143.7 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 210.4 |
| By Discretionary | ||
| Discretionary | 27 | 136.6 |
| Non-Discretionary | 33 | 73.8 |
| Total | 60 | 210.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 161.0 | |
| United States Persons | 49.4 | |
| Total | 60 | 210.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054458] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthcare Asset Management LLC
✚
|
MO | 0.2 |
|
Albert D Mason Inc
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|
MA | 0.2 |
|
Baring Financial LLC
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|
WA | 0.2 |
|
Mark Gillam Enterprises
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|
CA | 0.2 |
|
Independence Wealth Advisors LLC
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OH | 0.2 |
|
Succession Financial Inc
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TX | 0.2 |
|
Smart Portfolios LLC
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|
WA | 0.2 |
|
Atlantic Family Wealth LLC
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|
FL | 0.2 |
|
Daniel Investment Group Inc
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|
MI | 0.2 |
|
CornerStone Securities LLC
✚
|
KS | 0.2 |