Kg Funds Management, LLC is a large advisory firm based in New York. It manages $171.84 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014.
Kg Funds 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 Kg Funds Management, LLC is $171.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% 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 Kg Funds 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.
Ilya Zaides has served as the Chief Investment Officer since 1 Jun 2008. Bryan Weems Gleason joined the executive team most recently as the Chief Financial Officer & Chief Compliance Officer.
The principal office where Kg Funds Management, LLC performs its advisory services is located at 3 Columbus Circle, Suite 1402, 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 212-247-4590 or by fax 646-559-7524. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at kgfunds.com.