Kmf Investments Management, Llc

State-registered Private Fund Manager · Small ($100M–$1B) CRD 146210 · SEC file 801-136730 · · WWW.KMFINVESTMENTS.COM

☆ Save with Pro ADV data as of Aug 07, 2026

Regulatory AUM: $146M
Discretionary: $146M
Clients: 59
Avg AUM / client: $2.5M
Accounts: 59
Employees: 4

AUM over time

$146M $146M

Jun 12, 2026 Aug 7, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 07, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	58	$41.5M	28.4%
Pooled investment vehicles (non-investment companies)	1	$105M	71.6%

People (4)

roster as of Jul 20, 2026

Name	Role / title	With firm since
Arvind Mallik	Registered representative	Feb 2008 (19y)
Jonathon Troy Fite	Registered representative	Feb 2008 (19y)
Jay Thomas Sullivan	Registered representative	Jan 2026 (1y)
Paul Chidiebere Ucheoma	Registered representative	Feb 2026 (1y)

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.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	07/20/2026	1.33 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Performance-based fees

Services

• Portfolio management for individuals/small businesses
• Portfolio management for pooled investment vehicles
• Other services

Custody

Firm reports it does not have 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: Aug 07, 2026.

View current Form ADV (SEC/IAPD) ↗