Klahanie Investment LLC

RIASEC Registered
Total AUM
$14.2M
Discretionary
$14.2M
100% of AUM
Avg account
$748K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
293070
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles72.89%
  • HNWI27.11%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Klahanie Investment LLC is a privately owned limited liability company that operates as a hedge fund manager and portfolio adviser. The firm’s client mix includes individuals and families as well as institutional investors. It provides discretionary portfolio management for individuals and small businesses and manages pooled investment vehicles, and it also acts in sponsor/GP/managing-member roles for those vehicles. Compensation is a combination of an asset-based fee and performance-based fees. Klahanie is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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: Cash & Cash Equivalents 51%, Exchange Traded Equities 49%51%
  • Cash & Cash Equivalents51%
  • Exchange Traded Equities49%

Contacts

1 of 1
  • Li Li

    FounderCRD 6920595

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth