RIA Intel›Advisers›New York›PETER KIMMELMAN ASSET MANAGEMENT LP

PETER KIMMELMAN ASSET MANAGEMENT LP

Advisory

N·NEW YORK, NY

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

Total AUM

$466M

1-Year AUM Growth

-8.4%

3-Year CAGR

-8.6%

Employees

4

Assets Under Management

Total AUM$466M

Discretionary AUM$232M

Non-Discretionary AUM$234M

Discretionary %49.8%

Total Clients55

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingNov 29, 2005

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 30 historical filings spanning 21+ 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 PETER KIMMELMAN ASSET MANAGEMENT LP

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