RIA Intel›Advisers›Colorado›K-F MANAGEMENT COMPANY, INC

K-F MANAGEMENT COMPANY, INC

Advisory

N·DENVER, CO

Data as of Jun 30, 2015 · Source: SEC Form ADV

Total AUM

$85M

1-Year AUM Growth

-7.8%

3-Year CAGR

-8.9%

Employees

2

Assets Under Management

Total AUM$85M

Discretionary AUM$80M

Non-Discretionary AUM$5M

Discretionary %94.2%

Total Clients—

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingFeb 15, 2012

Latest FilingJun 30, 2015

🔒 Full AUM trend chart and 8 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on K-F MANAGEMENT COMPANY, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.