Kinyan Capital Management LLC (New York)


Kinyan Capital Management LLC is a mid-sized advisory firm based in New York. It manages $61.3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013.

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

Kinyan Capital Management: assets under management

The assets under management (AUM) of Kinyan Capital Management LLC is $61.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 241% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $61.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.65 million each.
Kinyan Capital Management has custody of $61.3 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 64% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 20% of the firm’s portfolio. Investments in government bonds form 16% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kinyan Capital Management LLC for their services and products based on a percentage of assets under management and 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 Kinyan Capital Management serves?

The only and largest group of clients of Kinyan Capital Management is pooled investment vehicles with 1 clients and $28.8 million of assets under management. Among the 2 most similar advisory firms, Kinyan Capital Management has the lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $28.8 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Kinyan Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Kinyan Capital Management LLC

The company employs 2 people that are either part- or full-time employees. 50 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
Bruce David Levitt Managing member of registrant 1 Oct 2003 75% - 100% 1220367
Allison H Rosenfeld Chief compliance officer / chief financial officer 1 Mar 2005 Other 4264371

Based in New York

The principal office where Kinyan Capital Management LLC performs its advisory services is located at 590 Madison Avenue, New York, NY 10022, 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 212-223-0526 or by fax 212-504-8315. The normal business hours are 9:00am-5:00pm on Monday - Friday.