Kalenjin Advisory Ltd. (Toronto)

Name: Kalenjin Advisory Ltd.
Address: 2255 B Queen Street East #128, Toronto, M4 E 1 G3
Telephone: 647-388-2977

Kalenjin Advisory Ltd. is an adviser based in Toronto. It manages $450 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011.

Kalenjin Advisory provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kalenjin Advisory: assets under management

The assets under management (AUM) of Kalenjin Advisory Ltd. is $450 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $450 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $450 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kalenjin Advisory Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kalenjin Advisory serves?

The only and largest group of clients of Kalenjin Advisory is individuals with 1 clients and $450 thousand of assets under management. Among the 4 most similar advisory firms, Kalenjin Advisory has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $450 thousand for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Kalenjin Advisory doesn't advise any private funds.

Careers at Kalenjin Advisory Ltd.

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Kalenjin Advisory Ltd. is owned by Martin Walsh Mcguire. Hui Tzu Lu joined the executive team most recently as the Owner/Investor.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hui Tzu Lu	Owner/investor	1 May 2011	75% - 100%	5939764
Martin Walsh Mcguire	Principal and chief compliance officer	1 Jun 2011	Other	4685522
Martin Walsh Mcguire	Owner	1 Dec 2016	75% - 100%	4685522

Based in Toronto

The principal office where Kalenjin Advisory Ltd. performs its advisory services is located at 2255 B Queen Street East #128, Toronto, M4 E 1 G3, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 647-388-2977 or by fax 702-920-8523. The normal business hours are 09:00am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at kalenjin-advisory.com.