Kangpan & Co

Overview

Kangpan & Co. is an independent, privately owned registered investment adviser operating as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters as part of its client communication. Its fee arrangements are a mix of asset-based fees, hourly charges, and fixed fees, reflecting a flexible approach to engagement size and scope. The adviser does not present itself as a capital allocator or pension consultant, is not designated as a multi-state or ESG-focused manager, and is not listed as a related adviser to another firm. The organization appears to be a small, owner-led practice focused on direct client relationships rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives