KP7 INVESTORS LLC

Overview

KP7 Investors LLC operates as a small, owner-managed investment adviser focused on portfolio management for individuals and small businesses. The firm concentrates client assets in equities, using exchange-traded securities as its primary vehicle. Its fee schedule includes both a percentage-of-AUM charge and performance-based fees, which suggests the firm runs outcomes-oriented strategies for a limited number of higher-balance clients. KP7 Investors does not identify as an active ESG investor and is not organized as a multi-state adviser. Advisory activity is centered on discretionary management, with an emphasis on equity exposure rather than broad fixed-income or cash allocations.

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Public Holdings

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Location & Offices