Blt Fund Manager LLC (Stamford)

Blt Fund Manager LLC is a large advisory firm based in Stamford. It manages $1.4 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Connecticut.

Blt Fund Manager 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.

Blt Fund Manager: assets under management

The assets under management (AUM) of Blt Fund Manager LLC is $1.4 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.4 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.46 million each.

What kind of clients Blt Fund Manager serves?

The only and largest group of clients of Blt Fund Manager is pooled investment vehicles with 5 clients and $1.4 billion of assets under management. Among the 12 most similar advisory firms, Blt Fund Manager has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.4 billion for 5 clients. None of the firm’s clients are foreign persons or businesses.

Blt Fund Manager also advises several private funds. Namely, five real estate funds.

Careers at Blt Fund Manager LLC

The company employs 19 people that are either part- or full-time employees. 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Crk Holding	Member	1 Jan 2011	50% - 75%	xxx-xx-xxxx
Llc Pjk Holding	Member	1 Jan 2011	25% - 50%	xxx-xx-xxxx
Kevin Neuner	Chief compliance officer	1 Aug 2013	Other	6241539
Gregory Stephen Bates	Manager	1 Aug 2013	Other	6243127
James Graham Glasgow	Manager	1 Mar 2017	Other	1964918

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Carl Kuehner	Managing member	1 Jan 2011	75% - 100%	6241536
Paul Kuehner	Managing member	1 Jan 2011	75% - 100%	6241537

Based in Stamford

The principal office where Blt Fund Manager LLC performs its advisory services is located at One Elmcroft Road, Stamford, CT 06902, 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 203-644-1515 or by fax 203-286-2055. The normal business hours are 8-6 on Monday - Friday.