Kramer Capital Management Inc (Brooklyn)

Kramer Capital Management Inc is an adviser based in Brooklyn. It manages $9.13 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Kramer Capital Management provides portfolio management for individuals and small businesses 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.

Kramer Capital Management: assets under management

The assets under management (AUM) of Kramer Capital Management Inc is $9.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.28 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kramer Capital Management Inc for their services and products based on a percentage of assets under management and commissions. 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 Kramer Capital Management Inc

Andrew Bennett Kramer has been acting as President since 1 May 1995. Shu Fang Wu joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Bennett Kramer	Director/coo	1 May 1995	25% - 50%	1896558
Arthur Bennett Kramer	Director/president	1 May 1995	25% - 50%	4379770
Peter Hartmut Voelkner	Analyst	1 May 1995	Other	2308474
Alice B Kramer	Director/secretary	1 May 1995	Other	4379776
Shu Fang Wu	Partner	1 Sep 2010	Other	4489842

Based in Brooklyn

The principal office where Kramer Capital Management Inc performs its advisory services is located at 240 Kent Avenue, 2 Nd Floor, Brooklyn, NY 11249, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.