Kaufman Hall Investment Management
Firm details
- Headquarters
- Brentwood, Tennessee
- CRD number
- 328876
- Registered since
- December 1, 2023
- Custodians
- COMPUTERSHARE TRUST COMPANY, N.A., U.S. BANCORP INVESTMENTS, INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Financial PlanningPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Kaufman Hall Investment Management is a limited liability company that registered with the SEC in 2023 and operates as a capital allocator for institutional clients. The firm provides financial planning, portfolio management for businesses and institutions, and manager selection services. Its fees combine AUM-based charges with fixed fees. Kaufman Hall does not identify as an active ESG investor and is not structured as a multistate adviser. It lists industry affiliations that include registration as a municipal advisor and as a CPO/CTA.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds40%
- Investment Grade Corp Bonds34%
- Other13%
- State & Local Bonds11%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Valerie Witmer
Chief Compliance OfficerCRD 8063247
Contacts
2 of 2
Robert Turner
Managing DirectorCRD 4705601
Britt Cesarone
Senior Vice PresidentCRD 2427750
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brentwood, TN
Williamson
Location
Brentwood, TN
Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 10 Cadillac Dr
- Time zone
- CT (UTC-6)
- Office locations
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