KEVIN M. GIBNEY AND COMPANY, LLC
Adviser information for KEVIN M. GIBNEY AND COMPANY, LLC last updated from Form ADV on March 28th, 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 Jersey, 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 | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 670 | $260.9M |
| Non-Discretionary | 24 | $8.8M |
| Total | 694 | $269.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 55 | $12.9M |
| HNW Individuals | 52 | $255.6M |
| 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 | $501,094 |
| Charitable organizations | <5 | $857,743 |
| 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 businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-70702 |
|---|---|
| SEC ERA File Number | 801-70702 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151879 |
| Legal Entity Identifier | None |
Principal Office
120 WOOD AVE. SOUTHSUITE 507
ISELIN
NJ
United States
APPOINTMENT ONLY, APPOINTMENT ONLY
Tel: 908-970-9800, Fax: 908-934-9249
Websites
Chief Compliance Officer
KEVIN M. GIBNEY
CHIEF EXECUTIVE OFFICER, AND MANAGING MEMBER
120 WOOD AVE. SOUTH
SUITE 507
ISELIN
NJ
United States
Tel:
908-970-9800
Fax:
908-934-9249
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 |
|---|---|---|---|---|---|
| GIBNEY, KEVIN, MICHAEL | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, AND MANAGING MEMBER | 06/2010 | > 75% |
| CURRAN, VANESSA, BOVO | Individual | – | PARTNER (MEMBER) | 05/2013 | 5-10% |