Overview
Assets Under Management: $433 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 28
Average Client Assets: $15 million
Frequently Asked Questions
KLOSTERS CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285582), KLOSTERS CAPITAL LLC is subject to fiduciary duty under federal law.
KLOSTERS CAPITAL LLC is headquartered in MIAMI, FL.
KLOSTERS CAPITAL LLC serves 28 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, KLOSTERS CAPITAL LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
KLOSTERS CAPITAL LLC manages $433 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, KLOSTERS CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.75
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 77
Discretionary Accounts: 48
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 285582
Last Filing Date: 2025-02-28 00:00:00
Website: https://klosters-capital.com