KANBRICK LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 309288
- Registered since
- July 26, 2023
- Website
- www.kanbrick.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Kanbrick LLC is a private-equity focused adviser that manages pooled investment vehicles for institutional clients. The firm is organized as a limited liability company and is registered with the SEC (registration year 2023). Kanbrick acts as sponsor, general partner and managing member of its funds, taking both an operating and governance role in the vehicles it runs. Its advisory mandate centers on private equity investing and related portfolio management for pooled funds rather than direct retail wealth management. The firm charges a combination of percentage-of-AUM fees and performance-based fees, aligning compensation with fund performance. Kanbrick does not identify as an active ESG investor and is not presented as a pension consultant or multi-state adviser in its regulatory profile.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2BRIAN HUMPHREY
Co-FounderCRD 5567593
TRACY COOL
Co-FounderCRD 5218821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 1901 Roxborough Rd
- Time zone
- ET (UTC-5)
- Office locations
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