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Kd Investment Mangement, LP (New York)


Kd Investment Mangement, LP is a large advisory firm based in New York. It manages $161.8 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2002.

Kd Investment Mangement provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kd Investment Mangement: assets under management

The assets under management (AUM) of Kd Investment Mangement, LP is $161.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $161.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.02 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kd Investment Mangement, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
George Andrew Kellner Managing member 1 Jun 1997 50% - 75% 828012
Steven Mark Cohen Managing member 1 Jan 2001 25% - 50% 1187049

Based in New York

The principal office where Kd Investment Mangement, LP performs its advisory services is located at 900 3 Rd Ave Ste 1000, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 350-0200 or by fax 212-350-0300. The normal business hours are 8 am - 5 pm on Monday - Friday.


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