KILTER GROUP

KILTER GROUP LLC Legal Name

Adviser information for KILTER GROUP last updated from Form ADV on March 18th, 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 3
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-129927
SEC ERA File Number 801-129927
SEC CIK Numbers None
SEC CRD Numbers 330356
Legal Entity Identifier None

Principal Office

40 EXCHANGE PLACE
SUITE 1200
NEW YORK
NY
United States
Monday - Friday, 8:00 AM- 5:00 PM
Tel: 646-438-6557, Fax: None

Websites

Chief Compliance Officer

ANDREA V FARRUGGIO
DIRECTOR OF OPERATIONS
40 EXCHANGE PLACE
NEW YORK
NY
United States
Tel: 646-438-6557
(Full email address available in API data)

Regulatory Contact

DYER MCCABE
MANAGING MEMBER
40 EXCHANGE PLACE
NEW YORK
NY
United States
Tel: 646-438-6557
(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
MCCABE, DYER, B Individual MANAGING MEMBER 05/2019 > 75%
FARRUGGIO, ANDREA, VINTIMILLA Individual CHIEF COMPLIANCE OFFICER 02/2024 < 5%

No. Employees, Historic

1050202420253 on 3/18/2024