KRANE FUNDS ADVISORS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$11.6B
Discretionary
$11.6B
100% of AUM
Avg account
$223M
Accounts
52
Employees
50
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
157103
Registered since
February 1, 2013
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Investment Companies88.88%
  • Pooled Investment Vehicles11.12%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Krane Funds Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2013. The firm positions itself as a capital allocator for institutional clients and charges fees as a percentage of assets under management. It conducts commodity pool operator/commodity trading adviser (CPO/CTA) activities and provides portfolio management for registered investment companies and pooled investment vehicles, in addition to selecting sub‑advisers. Corporate roles noted in regulatory filings include acting as a sponsor, general partner, or managing member of pooled vehicles. The firm is not identified as an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

2 of 2
  • JONATHAN KRANE

    Chief Executive OfficerCRD 5721277

  • JONATHAN SHELON

    Chief Operating OfficerCRD 5538856

Contacts

3 of 3
  • Odette Gafner

    Head of ComplianceCRD 7090926

  • KINFAI LO

    Financial and Operations PrincipalCRD 2909826

  • David Adelman

    Managing Director and General CounselCRD 7513935

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$368M in ETFs

Passive

53%

$196M

Active

0%

$171M

ETFProviderStyleCategoryValueShares% of portfolio
KRANESHARES SUSTAINABLE ULTRA SHORT DURATION INDEX ETF (KCSH)KraneShares$171M6,841,40046.59%

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
280 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth