KILNER CAPITAL ADVISORS, LLC
Adviser information for KILNER CAPITAL ADVISORS, LLC last updated from Form ADV on March 12th, 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 | Maryland, 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 | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 708 | $283.1M |
| Non-Discretionary | 0 | $0 |
| Total | 708 | $283.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 146 | $53.7M |
| HNW Individuals | 80 | $204.3M |
| 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 | <5 | $2.3M |
| Charitable organizations | <5 | $22.8M |
| 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 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesCONSULTING |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-69347 |
|---|---|
| SEC ERA File Number | 801-69347 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 139521 |
| Legal Entity Identifier | None |
Principal Office
438 N. FREDERICK AVENUESUITE 465
GAITHERSBURG
MD
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 301.840.0501, Fax: 301.840.6639
Websites
Chief Compliance Officer
JOSEPH F. KILNER
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
438 N. FREDERICK AVENUE
SUITE 465
GAITHERSBURG
MD
United States
Tel:
301.840.0501
Fax:
301.840.6639
J**@****************M
(Full email address available in API data)
Regulatory Contact
KORRINE KOHM
COMPLIANCE CONSULTANT
777 THIRD AVENUE
10TH FLOOR
NEW YORK
NY
United States
Tel:
6467708202
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 |
|---|---|---|---|---|---|
| KILNER, JOSEPH, FRANCIS | Individual | – | MANAGER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | 11/2005 | < 5% |
| MILLER, WILLIAM, HALL | Individual | – | MEMBER | 10/2009 | 10-25% |
| O'LEARY, JERRY, P | Individual | – | MEMBER | 10/2009 | 5-10% |
| KCA HOLDING, INC. | Domestic Entity | – | MEMBER | 04/2015 | > 75% |
| KILNER, JOSEPH, FRANCIS | Individual | KCA HOLDING, INC. | SHAREHOLDER | 04/2015 | > 75% |