Overview
Assets Under Management: $466 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 12
Average Client Assets: $7.5 million
Frequently Asked Questions
PETER KIMMELMAN ASSET MANAGEMENT LP 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 #133302), PETER KIMMELMAN ASSET MANAGEMENT LP is subject to fiduciary duty under federal law.
PETER KIMMELMAN ASSET MANAGEMENT LP is headquartered in NEW YORK, NY.
PETER KIMMELMAN ASSET MANAGEMENT LP serves 12 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, PETER KIMMELMAN ASSET MANAGEMENT LP offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PETER KIMMELMAN ASSET MANAGEMENT LP manages $466 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, PETER KIMMELMAN ASSET MANAGEMENT LP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.22%
Average Client Assets: $7.5 million
Total Client Accounts: 52
Discretionary Accounts: 37
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 133302
Filing ID: 2089146
Last Filing Date: 2026-03-31 17:44:51