KJ CAPITAL MANAGEMENT LLC
Adviser information for KJ CAPITAL MANAGEMENT LLC last updated from Form ADV on February 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 | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 107 | $79.0M |
| Non-Discretionary | 2 | $429,464 |
| Total | 109 | $79.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 17 | $6.2M |
| HNW Individuals | 43 | $73.3M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesTHIRD PARTY MANAGEMENT SERVICES TO OTHER ADVISERS |
|---|---|
| Compensation | % of AUMPERCENTAGE OF PLAN ASSETS; SHARE IN THIRD PARTY MANAGEMENT FEES |
Identifiers
| SEC RIA File Number | 801-108472 |
|---|---|
| SEC ERA File Number | 801-108472 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 147495 |
| Legal Entity Identifier | None |
Principal Office
315 E 68TH ST #8KNEW YORK
NY
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 212-879-7498, Fax: None
Chief Compliance Officer
KATHY A. O'CONNOR
MANAGING MEMBER/PRESIDENT
315 E 68TH ST #8K
NEW YORK
NY
United States
Tel:
212-879-7498
K****@**********************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 |
|---|---|---|---|---|---|
| O'CONNOR, KATHY, A | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/PRESIDENT | 05/2008 | > 75% |