KANBRICK LLC

RIASEC RegisteredEst. 2023
Total AUM
$362M
Discretionary
$362M
100% of AUM
Avg account
$362M
Accounts
1
Employees
8
Advisory reps
2

Firm details

Headquarters
Charlotte, North Carolina
CRD number
309288
Registered since
July 26, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • BRIAN HUMPHREY

    Co-FounderCRD 5567593

  • TRACY COOL

    Co-FounderCRD 5218821

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth