Kb & Partners Management Co Llc
- Regulatory AUM
- $52.8M
- Discretionary
- $52.8M
- Clients
- 1
- Avg AUM / client
- $52.8M
- Accounts
- 1
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $52.8M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $70.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kahn Brothers & Partners Lp | Hedge Fund | New York | $70.5M | 35 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Graham Kahn | Chairman, President, Chief Compliance Officer, Asst. Secretary, Treasurer And Director | CFA | Mar 2000 (26y) | Less than 5% |
| Kahn, Andrew, S | Senior Vice President And Director | Jul 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kb Holding Company Llc | Shareholder | Mar 2000 | A | 75% or more |
| Thomas G. Kahn Family Trust | Stockholder | Jun 2003 | B | ≈ 56.25% – 100% via Kb Holding Company Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thomas G. Kahn Family Trust: 75% – 100% of Kb Holding Company Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $70.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kahn Brothers & Partners Lp | Hedge Fund | $70.5M | $1.0M | 35 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ON JUNE 6, 2022 KAHN BROTHERS ADVISORS AND THOMAS KAHN AGREED TO A SETTLEMENT WITH THE SEC THROUGH AN ORDER INSTITUTING ADMINISTRATIVE PROCEEDINGS IN WHICH THE PARTIES DID NOT ADMIT OR DENY A NARRATIVE OF EVENTS CONCERNING AGGREGATION, DISCLOSURE AND PROCEDURES RELATED TO CLIENTS BROKERING WITH AN AFFILIATED BROKER-DEALER. Status: Final Sanction Detail: MONETARY FINE OF $250,000, DISGORGEMENT OF $701,799 AND PREJUDGMENT INTEREST OF $146,100 WERE PAID IN FULL ON 06/16/2022. Summary: KAHN BROTHERS ADVISORS NOTIFIED ADVISORY CLIENTS OF THE ORDER PURSUANT TO PARAGRAPH 25 BY 07/06/2022 AS REQUIRED AND OBTAINED SEC STAFF APPROVAL FOR THE COVER LETTER TO ACCOMPANY THE ORDER. IT UPDATED ITS POLICIES AND PROCEDURES AND DISCLOSURE DOCUMENTS IN EARLY 2020 AND FURTHER REVISED DISCLOSURE DOCUMENTS PURSUANT TO PARAGRAPH 26 BY 07/21/2022 AS REQUIRED. ITS AFFILIATED BROKER-DEALER REVISED ITS COMMISSION STRUCTURE FOR KAHN BROTHERS ADVISORS' ADVISORY CLIENTS AND ADDRESSED PARAGRAPH 27 BY 08/06/2022. FOLLOWING THE COMPLETION OF THESE ITEMS, THE FIRM CERTIFIED IN WRITING AS REQUIRED ITS COMPLETION OF THE ABOVE UNDERTAKINGS.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗