RIA Intel›Advisers›New York›KDB ASSET MANAGEMENT, LLC

KDB ASSET MANAGEMENT, LLC

Advisory

NEW YORK, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NY

#5,050

of 5,722 advisers by AUM

Average account

$555K

across 36 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees2

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

12 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.

SCARBOROUGH CAPITAL CORPORATION

$20M

T.A. MCKAY & CO, INC.

$20M

BROOKLYN PLANS LLC

$20M

FIDUCIARY INTERNATIONAL INC

$20M

CREATIVE WEALTH BUILDERS, LLC

$20M

MEZZACAPPA INVESTORS, LLC

$20M

Get the full picture on KDB ASSET MANAGEMENT, LLC

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

Create a free account →See plans