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Building 2KATHMERE CAPITAL MANAGEMENT, LLC

Map pinWAYNE, PA
Phone610-989-3900
NotebookSEC #801-117215
Total AUM
$3.5B
Employees
24
Clients
842

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
435 DEVON PARK DRIVE
SUITE 715
WAYNE
PA 19087
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
610-989-3900

ReceiptFinancials

Total AUM
$3.5B
Accounts
2,684
Discretionary
$3.5B
Accounts
2,675
Non-Discretionary
$10.3M
Accounts
9

ContactClients

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Individual Clients
472
AUM
$453.4M
HNW Individual Clients
278
AUM
$1.8B
Pooled Vehicle Clients
1
AUM
$748
Pension/Profit Sharing Plan Clients
66
AUM
$936.1M
Charitable Organization Clients
6
AUM
$25.5M
Corporation or Business Clients
19
AUM
$271.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLGALAMDNCNHNJNVNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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