Kiski Partners LLC (New York)

Name: Kiski Partners LLC
Address: 888 Seventh Avenue, New York, NY, 10019
Telephone: 646-412-6302

Kiski Partners LLC is a large advisory firm based in New York. It manages $444.04 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.

Kiski Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kiski Partners: assets under management

The assets under management (AUM) of Kiski Partners LLC is $444.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 121% since the beginning of its operation, and $444.04 million of the total AUM is attributable to clients outside of the United States.

The firm manages $444.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.02 million each.

Kiski Partners has custody of $294.04 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kiski Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kevin Michael Becker serves?

The only and largest group of clients of Kevin Michael Becker is pooled investment vehicles with 2 clients and $444.04 million of assets under management. Among the 11 most similar advisory firms, Kiski Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $444.04 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.

Kiski Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Kiski Partners LLC

The company employs 4 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.

Kevin Michael Becker has been acting as President since 1 Dec 2012. Jon Carlos Orvik joined the executive team most recently as the Chief Financial Officer & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Michael Becker	President	1 Dec 2012	Other	1850265
Kiski Group Inc.	Parent company	1 Sep 2014	75% - 100%	47-0974895
Jonathan Eric Allen	Chief compliance officer & chief financial officer	1 Dec 2014	Other	6047751
George Christopher Hainlen	Chief operating officer	1 Dec 2014	Other	6446078
Justin Chad Wunderlich	Managing director	1 Dec 2014	Other	4151051
Mark Philip Mennitt	Chief operating officer	1 Jul 2015	Other	2441453
Jon Carlos Orvik	Chief financial officer & chief compliance officer	1 Jun 2016	Other	6472803

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Michael Becker	Ceo	1 Dec 2008	75% - 100%	1850265

Based in New York

The principal office where Kiski Partners LLC performs its advisory services is located at 888 Seventh Avenue, New York, NY 10019, 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 646-412-6302. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at kiskigroup.com.