Kema Partners LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Mill Valley, California
CRD number
143752
Registered since
September 5, 2007

Firm profile

FINTRX

Overview

Kema Partners LLC is a limited liability company that FINTRX classifies as an investment bank. The firm appears to have been SEC-registered in 2007 and is owned by an individual. Publicly available FINTRX records provide minimal detail about the firm's day-to-day business activities or client-facing advisory services. The profile data show several negative flags for typical RIA functions: the firm is not listed as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. Those attributes, together with the sparse disclosure on business activities and affiliations, suggest Kema Partners operates more like a boutique investment-banking entity than a conventional registered asset manager that reports client AUM.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Peter Cann

    Peter Cann

    Managing Partner and Chief Compliance OfficerCRD 4543062

Contacts

3 of 21
  • Robert Valdez

    Robert Valdez

    Managing DirectorCRD 1199522

  • Howard Cann

    Howard Cann

    Managing PartnerCRD 1275504

  • Thomas Peters

    Managing DirectorCRD 1718865

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mill Valley, CA

Marin

Location

Mill Valley, CA

Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
309 Laverne Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth