Knickerbocker Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Knickerbocker Advisors Inc
CRD #118553
SEC #801-66574
CIK #
AUM $136.3 MM (2024-03-04)
Employees 2 (100% Investors, 0% Brokers)
Phone518-398-9000
Address45 Johnny Cake Hollow Road
Pine Plains, NY 12567
Source [IAPD] [Website]
Total AUM ($MM)
16012896643202005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 7 2.6
(b) Individuals (high net worth individuals) 26 133.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 98 136.3
By Discretionary
Discretionary 98 136.3
Non-Discretionary 0 0.0
Total 98 136.3
By Non-United States Persons
Non-United States Persons 4.4
United States Persons 131.9
Total 98 136.3
Comparable Firms State AUM ($BB)
Goldenstone Wealth Management LLC
CA 0.1
Threlkeld Virgil John
CA 0.1
RJP Investment Advisors LLP
IN 0.1
Insight INV LLC
CA 0.1
The Keystone Financial Alliance LLC
GA 0.1
MRD Inc
CA 0.1
Finsym Partners LLC
WA 0.1
Halberstadt Financial Consultants Inc
NJ 0.1
Credentialed Wealth Advisors LLC
CO 0.1
Great Gable Advisors LLC
CA 0.1
Terms | Privacy | Guide
tony@aum13f.com