Kbk Capital Management, LLC is an investment adviser to an investment company based in Delray Beach. It manages $372 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Florida.
Kbk Capital Management provides portfolio management for investment companies and 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 Kbk Capital Management, LLC is $372 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 198% 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 Kbk Capital Management, LLC 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Kbk Capital Management is pooled investment vehicles with 2 clients and $288 thousand of assets under management. Among the 3 most similar advisory firms, Kbk Capital Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $372 thousand for 3 clients. 33% of the firm’s clients are foreign persons or businesses.
Kbk Capital Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 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.
The principal office where Kbk Capital Management, LLC performs its advisory services is located at 55 South East 2 Nd Avenue, Delray Beach, FL 33444, 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 561-945-3115. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at kbkcapitalmanagement.com/.