KAUFMAN HALL INVESTMENT MANAGEMENT

Overview

Kaufman Hall Investment Management is an institutional-focused investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm operates as a capital allocator that emphasizes fixed-income strategies for institutional clients and provides portfolio management, financial planning for businesses or institutions, and selection of other advisers. Its client base and service mix suggest a mandate centered on liability-aware asset management rather than retail wealth accumulation. The firm’s stated preference is toward fixed-income instruments, with a large portion of assets invested in U.S. government bonds. Kaufman Hall Investment Management also uses third-party managers for alternative exposures and employs mutual funds as part of its implementation toolkit. It is not positioned as an active ESG investor and is not structured as a multi-state adviser. The firm is affiliated as a registered municipal advisor and as a CPO/CTA, indicating capabilities or oversight for derivative or commodity trading strategies and municipal advisory work. Fee arrangements include percentage-of-AUM and fixed fees, consistent with institutional advisory relationships. The combination of direct portfolio management and selection of other advisers points to a hybrid operating model: direct management of core fixed-income allocations with outsourced or specialist manager relationships for niche or alternative allocations.

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Location & Offices