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Kdc Investment Management, LP (New York)


Kdc Investment Management, LP is a large advisory firm based in New York. It manages $183 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New York.

Kdc Investment 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.

Kdc Investment Management: assets under management

The assets under management (AUM) of Kdc Investment Management, LP is $183 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $183 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kdc Investment 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
George Andrew Kellner Managing member 1 Jun 1997 50% - 75% 828012
Steven Mark Cohen Managing member 1 Jan 2001 25% - 50% 1187049
George Andrew Kellner Managing member 1 Jan 2012 75% - 100% 828012

Based in New York

The principal office where Kdc Investment Management, LP performs its advisory services is located at 900 3 Rd Ave Ste 1000, New York, NY 10022, 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 212 350-0200 or by fax 212-350-0300. The normal business hours are 8 am - 5 pm on Monday - Friday.


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