Kline Hill Partners Lp
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Overview
Kline Hill Partners Lp operates as a financial advisory company headquartered in Greenwich, Connecticut. The firm oversees $4.7 billion in total assets throughout 26 accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 24 financial advisors. Kline Hill Partners Lp does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as stocks, options and bonds.
Kline Hill Partners Lp oversees all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments without requiring the customer's consent. The advisory firm administers an average of $180.4 million in assets for every customer account. The average advisor at Kline Hill Partners Lp manages about one client account, making it one of the most personalized financial advisor firms in the country.
Kline Hill Partners Lp's central office is located at 325 Greenwich Avenue, Greenwich, Connecticut 6830. Kline Hill Partners Lp is legally allowed to provide services to customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kline Hill Partners Lp by the Numbers
$4.7 billion
35
26
$180.4 million
Fee Structure
Financial management fees largely vary depending on which service is offered. Fees charged by the firm may include any blend of the following fee types: asset-based, fixed or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its 26 customers, Kline Hill Partners Lp's biggest client group is pooled investment vehicles. Around 31% of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kline Hill Partners Lp does not have any disclosures.
Please visit its Form ADV for more details.
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