Kaye Capital Management (El Segundo)
Kaye Capital Management Is a Large Advisory Firm Based in El Segundo. It Manages $201.68 Million of Regulatory Assets for 565 Client Accounts. It Has Been...
Kaye Capital Management is a large advisory firm based in El Segundo. It manages $201.68 million of regulatory assets for 565 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Texas.
Kaye Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Kaye Capital Management: assets under management
The assets under management (AUM) of Kaye Capital Management is $201.68 million. The firm's AUM has grown by 127% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $196.66 million in discretionary accounts and $5.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $366.9 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $173.25 thousand.
Investments
The firm invests in investment and business development companies the most. They account for 46% of the total AUM. The second-largest asset type is exchange traded securities, which make up 40% of the firm’s portfolio. Investments in pooled investment vehicles form 5% of the total invested assets.
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