Kabr Management, LLC (Ridgefield Park)

Kabr Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kabr Management: assets under management

The assets under management (AUM) of Kabr Management, LLC is $387.54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $387.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.51 million each.

Kabr Management has custody of $16.71 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kabr Management, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kenneth David Pasternak serves?

The only and largest group of clients of Kenneth David Pasternak is pooled investment vehicles with 5 clients and $387.54 million of assets under management. Among the 7 most similar advisory firms, Kabr Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $387.54 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Kabr Management also advises several private funds. Namely, six real estate funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Kabr Management, LLC

The company employs 9 people that are either part- or full-time employees. 56 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.

Kenneth David Pasternak has been acting as President since 1 Nov 2008. Raffi Joseph Aynilian joined the executive team most recently as the Member.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Ridgefield Park

The principal office where Kabr Management, LLC performs its advisory services is located at 100 Challenger Rd., Ridgefield Park, NJ 07660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-845-2555 or by fax 201-843-0745. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at kabrgroup.com.

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