Klaff Realty, Lp
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Overview
Klaff Realty, Lp operates as a financial advisor firm that has its headquarters in Chicago, Illinois. It controls $232.8 million in total assets throughout 21 accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). It has a small group, including 4 financial advisors. Klaff Realty, Lp is not a registered broker-dealer, meaning the firm cannot 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 exchangable financial assets such as stocks, options and bonds.
Klaff Realty, Lp oversees all of its client assets on a discretionary basis. Discretionary management signifies that transaction decisions are made by an investment advisor without needing the client's authorization. The company's average account size is $11.1 million. An average advisor at Klaff Realty, Lp administers around five client accounts, making it one of the more personalized firms in the country.
The company's main office is at 35 E. Wacker, Suite 2900, Chicago, Illinois 60601. Klaff Realty, Lp is permitted to provide services to customers in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Klaff Realty, Lp by the Numbers
$232.8 million
14
21
$11.1 million
Fee Structure
Fees for financial advice usually are based on the services offered. However, fee types charged by the firm likely include the following fee structures: fixed, performance-based or other. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm works with pooled investment vehicles. Out of its 21 clients, Klaff Realty, Lp's biggest client by number of accounts is pooled investment vehicles. None of the company's clients 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
Klaff Realty, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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