KETTLE HILL CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2013
Total AUM
$616M
Discretionary
$616M
100% of AUM
Avg account
$76.9M
Accounts
8
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
163722
Registered since
April 16, 2013
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans42.19%
  • Pooled Investment Vehicles34.38%
  • Investment Companies23.43%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kettle Hill Capital Management, LLC is an LLC that has operated as an SEC-registered adviser since 2013. It functions as a hedge fund manager and is registered as a commodity pool operator/commodity trading advisor (CPO/CTA). The firm serves an institutional client base and provides portfolio management for investment companies and pooled investment vehicles; it also acts in sponsor/GP and managing-member capacities for pooled structures. Compensation combines a percentage-of-assets fee with performance-based fees. The firm is individually owned, is not positioned as an ESG investor, and does not identify as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 11%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents11%

Owners & executives

3 of 3
  • ANDREW KURITA

    Chief Investment Officer/Portfolio ManagerCRD 5070375

  • BRYAN KISS

    Chief Finance OfficerCRD 4490580

  • AFROZ QADEER

    Chief Executive OfficerCRD 5055168

Wealth teams

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
747 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth