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Kevin M Gibney and Company LLC
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CRD # | 151879 |
SEC # | 801-70702 |
CIK # | |
AUM | $269.8 MM (2024-03-28) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 908-970-9800 |
Address | 120 Wood Ave South Iselin, NJ 08830 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 55 | 12.9 |
(b) Individuals (high net worth individuals) | 52 | 255.6 |
(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 | 0.5 |
(h) Charitable organizations | 0 | 0.9 |
(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 | 694 | 269.8 |
By Discretionary | ||
Discretionary | 670 | 260.9 |
Non-Discretionary | 24 | 8.8 |
Total | 694 | 269.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 269.8 | |
Total | 694 | 269.8 |
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Stableford Capital LLC
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|
AZ | 0.3 |
Capital Cities Investments
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CT | 0.3 |
Birch Run Investments LLC
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PA | 0.3 |
Kerberos Capital Management LLC
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IL | 0.3 |
Pacific Wealth Management LLC
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Blossom Wealth Management LLC
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|
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Interchange Capital Partners LLC
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PA | 0.3 |
ITS Asset Management LP
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|
PA | 0.3 |
Access Financial Group Inc
✚
|
IL | 0.3 |