KANE ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
339926
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kane Asset Management, LLC is organized as a limited liability company that provides portfolio management services aimed at individuals and small-business clients. The firm charges advisory fees as a percentage of assets under management, and its primary activity is discretionary portfolio management rather than consulting to institutional pensions or operating as a capital allocator. Public information on the firm is sparse. The snapshot flags Kane Asset Management as not actively integrating ESG factors, not operating as a multi-state adviser, and not functioning as a pension consultant or related adviser. The SEC registration year is not listed in the available data, and no ownership type or broader business lines are disclosed.

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

1 of 1
  • NATHANIEL KANE

    Associate DirectorCRD 5380421

Wealth teams

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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

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
26 Woods End Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth