Kevin M Gibney and Company LLC

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Assets, Funds, Holdings

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Kevin M Gibney and Company LLC
CRD #151879
SEC #801-70702
CIK #
AUM $269.8 MM (2024-03-28)
Employees 2 (100% Investors, 0% Brokers)
Phone908-970-9800
Address120 Wood Ave South
Iselin, NJ 08830
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002008201320192025
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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Interchange Capital Partners LLC
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ITS Asset Management LP
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Access Financial Group Inc
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