CK ADVISORS, LLC
Adviser information for CK ADVISORS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 46 | $72.4M |
| Non-Discretionary | 0 | $0 |
| Total | 46 | $72.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 5 | $4.2M |
| HNW Individuals | 34 | $64.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 2 | $4.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-107675 |
|---|---|
| SEC ERA File Number | 801-107675 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 140062 |
| Legal Entity Identifier | None |
Principal Office
40 LOCUST AVENUE #2RYE
NY
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 914-588-8030, Fax: 917-386-2749
Chief Compliance Officer
DANIEL K. CANTOR
MANAGING MEMBER
40 LOCUST AVENUE #2
RYE
NY
United States
Tel:
914-588-8030
Fax:
917-386-2749
D**@****************M
(Full email address available in API data)
Regulatory Contact
JEFFREY C. KINZEL
MANAGING MEMBER
2338 GREENWOOD AVENUE
WILMETTE
IL
United States
Tel:
847-567-4833
Fax:
917-386-2749
J***@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CANTOR, DANIEL, KENNETH | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 01/2006 | 50-75% |
| KINZEL, JEFFREY, CHRISTIAN | Individual | – | MANAGING MEMBER | 01/2006 | 50-75% |