Bejelentkezés Regisztrálj ingyen

Ksa Capital Management, LLC (Morristown)


Ksa Capital Management, LLC is a large advisory firm based in Morristown. It manages $103.59 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004.

Ksa Capital Management 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.

Ksa Capital Management: assets under management

The assets under management (AUM) of Ksa Capital Management, LLC is $103.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 214% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $103.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.72 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ksa Capital Management, 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
James Edward Virtue Partner 1 Apr 2008 25% - 50% 1236163
Graham Clempson Partner 1 Apr 2008 25% - 50% 4630137

Based in Morristown

The principal office where Ksa Capital Management, LLC performs its advisory services is located at 67 East Park Place, Morristown, NJ 07960, 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 973-829-3800 or by fax 973-829-3801. The normal business hours are 9-5 on Monday - Friday.


Registered investment advisers similar to Ksa Capital Management, LLC