RIA Intel›Advisers›New York›KAYSIGORDON LLC

KAYSIGORDON LLC

Advisory

NY

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in NY

#5,260

of 5,722 advisers by AUM

Average account

$172K

across 58 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

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

32 clients

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.

ROTHROCK FINANCIAL

$10M

WESTCHESTER WEALTH MANAGEMENT

$10M

WOLFDOG CAPITAL LLC

$10M

$10M

BEECHNUT CAPITAL MANAGEMENT LLC

$10M

CASTLEROCK ASSET MANAGEMENT II, LLC

$10M

Get the full picture on KAYSIGORDON LLC

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

Create a free account →See plans