KCLLC

RIASEC Registered
Total AUM
$23.2M
Discretionary
$0
0% of AUM
Avg account
$23.2M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Alhambra, California
CRD number
291522
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kcllc is organized as a limited liability company and operates as a hedge fund manager serving institutional clients. The firm is owner-operated at the individual level and provides advisory services principally by managing pooled investment vehicles. Compensation combines asset-based fees and fixed-fee arrangements. The dataset flags Kcllc as not being a capital allocator and not an active ESG investor; it is also not identified as a multi-state adviser. The firm is affiliated with pooled-vehicle sponsor and general partner activities, acting in roles such as adviser, sponsor, GP and managing member for the vehicles it operates. The business appears narrowly focused on managing and administering a single pooled vehicle rather than providing a broad retail advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • HUGO CHAN

    Co-Founder and Chief Investment OfficerCRD 6888206

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Alhambra, CA

LOS ANGELES

Location

Alhambra, CA

Headquartered in Alhambra, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1525 S Garfield Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth