The KKM FINANCIAL LLC is a privately held investment adviser that advises $888.37mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. KKM FINANCIAL LLC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 206.91% over the last 5-years.
The Group has been registered with the SEC for 13.91 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 141 W. JACKSON SUITE 1711, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $888.37mn in assets advised are owned by 1 private fund, 2 public funds and BDCs and 1 other account. Assets of Investment Companies (IC) clients own $599.8mn or 67.52% of Total Assets and High Net Worth Individuals own $135.97mn or 15.31% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
KKM FINANCIAL LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.