KOLTAI & COMPANY ADVISORS, LLC

Adviser information for KOLTAI & COMPANY ADVISORS, LLC last updated from Form ADV on March 25th, 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 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
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

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-112064
SEC ERA File Number 802-112064
SEC CIK Numbers None
SEC CRD Numbers 290380
Legal Entity Identifier None

Principal Office

301 ROUTE 17 NORTH
RUTHERFORD
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 201-896-6100, Fax: 201-896-6102

Chief Compliance Officer

ROBERT KOLTAI
MANAGING MEMBER
301 ROUTE 17 NORTH
RUTHERFORD
NJ
United States
Tel: 201-896-6100
Fax: 201-896-6102
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
HAIN CAPITAL INVESTORS MASTER FUND, LTD Hedge Fund $74.1M $0.1M 74

Control Persons

Name Type Entity Title Since Ownership
KOLTAI, ROBERT, JOHN Individual MANAGING MEMBER & CCO 01/2006 > 75%

No. Employees, Historic

00020192020202120222023202420250 on 10/31/20190 on 3/23/20200 on 6/25/20200 on 3/22/20210 on 5/27/20210 on 3/29/20220 on 3/23/20230 on 6/22/20230 on 3/25/2024