The WHITNEY KUHN is a privately held investment adviser that advises $169.89mn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. WHITNEY KUHN is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 439.86% over the last 5-years.
The Group has been registered with the SEC for 8.21 years and is comprised of 1 filing and 3 relying advisers. They operate out of 2 office locations with their Headquarters at 1415 WEST 22ND ST STE 530, CHICAGO, ILLINOIS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 5 investment and 0 non-investment staff. The total number of Employees decreased by 44.44% over the last 5-years.
Their $169.89mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $120.73mn or 71.06% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $26.2mn or 15.42% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Commodities and Multi Strat, representing 77.54%, 21.31% and 1.15% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 2 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
WHITNEY KUHN names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.