Klr Group Advisors, LP (Houston)

Klr Group Advisors, LP is a large advisory firm based in Houston. It manages $255 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.

Klr Group Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Klr Group Advisors: assets under management

The assets under management (AUM) of Klr Group Advisors, LP is $255 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $255 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $255 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Klr Group Advisors, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Klr Group Advisors serves?

The only and largest group of clients of Klr Group Advisors is pooled investment vehicles with 1 clients and $255 million of assets under management. Among the 6 most similar advisory firms, Klr Group Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $255 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Klr Group Advisors also advises several private funds. Namely, one private equity fund.

Careers at Klr Group Advisors, LP

The company employs 10 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory R Dow	Chief compliance officer/chief operating officer/general counsel	1 May 2018	Other	4800953
Llc Klr Group Holdings	General partner	1 May 2018	75% - 100%	45-4885229

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gaston Lee Kearby	Member	1 May 2018	25% - 50%	6127225
Edward Kovalik	Member	1 May 2018	25% - 50%	4413045

Based in Houston

The principal office where Klr Group Advisors, LP performs its advisory services is located at 811 Main Street, Houston, TX 77002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-654-8080. The normal business hours are 8am-5pm on Monday - Friday.