AdvisorGrade
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Kb & Partners Management Co LLC

Kb & Partners Management Co LLC is a fee-only, SEC-registered investment adviser in New York, New York, registered with the SEC since 2000, managing approximately $53M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #108105 · SEC #801-57422 · SEC-registered since 2000 (26 yrs) · Last filing data January 1, 2026

AUM
$53M

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
6

3 advisers

Assets per adviser

$18Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is more adviser-heavy (fewer assets per adviser).

From kahnbrothers.com

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Overview

AI-generated summary

Kb & Partners Management Co LLC is a fee-only, SEC-registered investment adviser based in New York, New York. It reported approximately $53M in regulatory assets under management on its most recent Form ADV. The firm reports one or more disclosure events on Form ADV Item 11 — see the disclosures section below.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
108105
SEC #
801-57422
Headquarters
New York, NY
Employees
6

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$53M
Assets under management by year
YearReported AUM
2026$53M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

1 disclosure on recordModerate severityAI-summarized from SEC filings
Total fines
$250,000
Restitution ordered
—
Most recent
2022
Regulators
1

Plain-English summaries are AI-generated from Kb & Partners Management Co LLC's Form ADV Disclosure Reporting Pages. A disclosure is not by itself a finding of wrongdoing, and many are settled without admitting or denying the findings. Always read the official record before drawing conclusions.

  • Moderate severityU.S. Securities and Exchange Commission (SEC)FinalJune 6, 2022

    The firm and its principal settled an SEC administrative proceeding concerning how orders were aggregated and disclosed, and the procedures around advisory clients trading through an affiliated broker-dealer. They neither admitted nor denied the SEC's findings.

    Fine: $250,000Cease and desistFineClient notificationUndertakings

    Outcome: Settled by SEC order. The firm agreed to a cease-and-desist and a $250,000 penalty, notified affected clients, revised its disclosures and procedures, and its affiliated broker-dealer changed its commission structure for these clients.

    Show the original filing language
    “KAHN BROTHERS ADVISORS AND THOMAS KAHN AGREED TO A SETTLEMENT WITH THE SEC... CONCERNING AGGREGATION, DISCLOSURE AND PROCEDURES RELATED TO CLIENTS BROKERING WITH AN AFFILIATED BROKER-DEALER.”
    View the source Form ADV ↗

Frequently asked questions

Is Kb & Partners Management Co LLC a fiduciary?+

Yes. Kb & Partners Management Co LLC is an SEC-registered investment adviser (CRD #108105), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Kb & Partners Management Co LLC compensated?+

Kb & Partners Management Co LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Kb & Partners Management Co LLC manage?+

Kb & Partners Management Co LLC reported approximately $53M in regulatory assets under management as of its most recent Form ADV filing.

Does Kb & Partners Management Co LLC have any disclosures?+

Kb & Partners Management Co LLC reported one or more disclosure events on Form ADV Item 11 (regulatory action). A disclosure is not by itself a finding of wrongdoing; review the full Disclosure Reporting Pages on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Kb & Partners Management Co LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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