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| Keyboard |
| Kennerman Associate Inc
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|
|---|---|
| CRD # | 105696 |
| SEC # | 801-25724 |
| CIK # | |
| AUM | 825.5 M (2026-02-26) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 518-584-2600 |
| Address | 480 Broadway Saratoga Spring, NY 12866-2285 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 425 | 302.9 |
| (b) Individuals (high net worth individuals) | 100 | 453.5 |
| (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 | 17 | 22.5 |
| (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 | 20 | 20.6 |
| (n) Other | 8 | 26.0 |
| Total | 1,418 | 825.5 |
| By Discretionary | ||
| Discretionary | 1,417 | 825.1 |
| Non-Discretionary | 1 | 0.4 |
| Total | 1,418 | 825.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 821.7 | |
| Total | 1,418 | 825.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 570 (1 non-US) |
| Serves | Retail |
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