Kdp Asset Management Inc is a large advisory firm based in Montpelier. It manages $267.52 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Vermont.
Kdp Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kdp Asset Management Inc is $267.52 million. The firm's AUM has grown by 14% since the beginning of its operation, and $57.46 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kdp Asset Management Inc for their services and products based on a percentage of assets under management and fixed fees. 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.
The firm provides services to charitable organizations, high net worth individuals, banking or thrift institutions, and pension and profit sharing plans. The largest group of clients of Kdp Asset Management is pension and profit sharing plans with 2 clients and $120.34 million of assets under management. Among the 11 most similar advisory firms, Kdp Asset Management has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $267.52 million for 41 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Kdp Asset Management doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 81 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kdp Asset Management Inc performs its advisory services is located at 24 Elm Street, Montpelier, VT 05602 2814, 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 802-223-0440 or by fax 802-229-6060. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at kdpam.com.