Kaunisto Capital L.L.C.
Firm details
- Headquarters
- Brimley, Michigan
- CRD number
- 333689
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals76.04%
- HNWI13.95%
- Corporations / Businesses10%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kaunisto Capital L.L.C. is a Michigan-registered independent registered investment adviser organized as an LLC and owned by an individual principal. The firm provides fee-based portfolio management services to individuals, families and small-business clients and also works with some institutional accounts. Its primary billing model is a percentage-of-assets-under-management arrangement. The adviser focuses on discretionary portfolio management for smaller private clients and does not present itself as a capital allocator or pension consultant. It does not describe ESG investing as part of its process and is not structured as a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities68%
- Cash & Cash Equivalents27%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brimley, MI
Chippewa
Location
Brimley, MI
Headquartered in Brimley, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Chippewa
- Address
- 3060 W M 28
- Time zone
- ET (UTC-5)
- Office locations
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