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Kicap Management LP (Newport Beach)


Kicap Management LP is a large advisory firm based in Newport Beach. It manages $559 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.

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Kicap Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kicap Management: assets under management

The assets under management (AUM) of Kicap Management LP is $559 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $559 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.17 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kicap Management 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.

Based in Newport Beach

The principal office where Kicap Management LP performs its advisory services is located at 500 Newport Center Drive, Newport Beach, CA 92660, 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 949-706-6900 or by fax 949-706-6901. The normal business hours are 6:00am to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.kicap.com.


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