Kindur Investment Services LLC (New York)

Name: Kindur Investment Services LLC
Address: 147 West 24 Th Street, New York, NY, 10011
Telephone: 18009613572

Kindur Investment Services LLC is a mid-sized advisory firm based in New York. It manages $25.05 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Kindur Investment Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kindur Investment Services: assets under management

The assets under management (AUM) of Kindur Investment Services LLC is $25.05 million, 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 $25.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.01 million each.

Investments

The firm invests in cash and cash equivalents the most. They account for 99% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kindur Investment Services LLC 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.

Careers at Kindur Investment Services LLC

The company employs 18 people that are either part- or full-time employees. 28 percent of the employees work as investment advisers or researchers. 4 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
Rhian Laura Horgan	Ceo	1 Oct 2017	Other	4340048
Kindur Services Inc	Member	1 Oct 2017	75% - 100%	81-3513445
Alastair Wood	General counsel and cco	1 Apr 2018	Other	7078211

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Rhian Laura Horgan	Chief executive officer	1 Jul 2016	25% - 50%	4340048

Based in New York

The principal office where Kindur Investment Services LLC performs its advisory services is located at 147 West 24 Th Street, New York, NY 10011, 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 18009613572 or by fax N/A. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at kindur.com and its LinkedIn profile.