KAVOUT ALGO FINANCIAL LLC

Overview

Kavout Algo Financial LLC is a small, algorithm-focused advisory outfit that manages a concentrated book of exchange-traded securities for individual and small-business portfolios. The firm’s filing shows an equities-first posture: model-driven exposure to exchange-traded stocks and ETFs appears to be the primary vehicle for portfolio construction and trading. Fee arrangements combine a percentage-of-AUM component with performance-linked fees, which is consistent with an active, results-oriented strategy rather than a pure buy-and-hold wealth management model. The firm is organized as a limited liability company with ownership structured as a mix of a foreign entity and an individual. Its advisory mandate is narrowly defined as portfolio management for individuals and small businesses, and it does not present itself as a multi-state adviser or a pension consultant. An industry affiliation with real estate brokerage is noted, which could inform working relationships or access to real-asset deal flow, but the firm’s public filing emphasizes liquid equities as the dominant allocation.

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Public Holdings

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Location & Offices