Kdm Capital LLC
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Overview
Kdm Capital LLC is a financial advisory company that has its headquarters in New York, New York. The firm handles $29.0 million in assets throughout 85 client accounts. The firm has a small group, including 1 financial advisor. Kdm Capital LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, bonds and equities.
Kdm Capital LLC oversees all of its client assets on a discretionary basis. Discretionary management signifies that transaction decisions are made by an investment advisor without requiring the customer's consent. Kdm Capital LLC oversees about $341,624 for every client account. The typical financial advisor at Kdm Capital LLC administers around 85 client accounts.
The firm's main office is located at 379 W Broadway, New York, New York 10012. The firm is legally allowed to provide services to customers throughout a number of states, including Connecticut, New Hampshire, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kdm Capital LLC by the Numbers
$29.0 million
1
85
$341.6 thousand
Fee Structure
Financial advisory fees are based on which service is provided. Fees billed by the company typically consist of the following fee type: asset-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to retail investors, high net worth investors and charitable organizations. Out of its 85 accounts, Kdm Capital LLC's biggest client type by number of accounts is high net worth investors, but it also caters to 74 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 87.06%
- Other Individuals - 11.76%
- Corporations - 0%
- Charitable Organizations - 1.18%
* 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
Kdm Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Kdm Capital LLC
New York, NY
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