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.
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 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.
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.