RIA Intel›Advisers›New York›KALANTRY ADVISORS LLC

KALANTRY ADVISORS LLC

Advisory

NY

Data as of Jan 16, 2025 · Source: SEC Form ADV

Rank in NY

#5,108

of 5,722 advisers by AUM

Average account

$349K

across 49 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2025.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$17M

Discretionary AUM$0

Non-Discretionary AUM$17M

Discretionary %0%

Total Clients49

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

49 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

HUDSON CAPITAL MANAGEMENT INC.

$17M

MATRIX PRIVATE WEALTH MANAGEMENT INC.

LAKE SUCCESS, NY

$17M

BLACK SEA GOLD ADVISORS LLC

$17M

YOSHIDA WEALTH MANAGEMENT, INC.

WHITE PLAINS, NY

$17M

SIDUS INVESTMENT MANAGEMENT, LLC

$17M

BEAR STEARNS ASSET MANAGEMENT INC.

$17M

Get the full picture on KALANTRY ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KALANTRY ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans