Kilter Group LLC

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Kilter Group LLC
CRD #330356
SEC #801-129927
CIK #0001856474, 0002058915
AUM $202.1 M (2025-07-30)
Employees 10 (40% Investors, 0% Brokers)
Phone646-438-6557
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002011201620212026
CIK Period
0001856474 0002058915
Sector Form 13F Holdings Value ($M)
Oaktree Acquisition Corp 2.2
International Business Machines Corp 1.9
Apple Inc 1.3
iShares Comex Gold Trust 1.2
Amazon Com Inc 1.2
Nvidia Corp 1.1
Compass Inc 1.0
VISA Inc 0.8
Microsoft Corp 0.8
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 276 75.8
(b) Individuals (high net worth individuals) 101 126.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 938 202.1
By Discretionary
Discretionary 923 199.2
Non-Discretionary 15 2.9
Total 938 202.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 202.1
Total 938 202.1
EDGAR Form CIK 2011 - 2025
D [0001856474]
13F-HR [0002058915]
Comparable Firms State AUM ($B)
ERISA Advisers Inc
TN 0.2
Tribeca Financial LLC
AZ 0.2
Forthright Family Wealth Advisory LLC
TX 0.2
Gallagher Capital Advisors LLC
0.2
Powell Financial Inc
NC 0.2
Winters Financial Group Inc
CA 0.2
Keene & Associates Inc
TX 0.2
Windward Wealth Strategies Inc
WI 0.2
Albert D Mason Inc
MA 0.2
Values First Advisors Inc
TN 0.2
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