Kpb Investment Advisors LLC (Cleveland)

Name: Kpb Investment Advisors LLC
Address: 100 Public Square, Cleveland, OH, 44114
Telephone: 216-689-3000

Kpb Investment Advisors LLC is an investment adviser to an investment company based in Cleveland. It manages $91.33 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Ohio.

Kpb Investment Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kpb Investment Advisors: assets under management

The assets under management (AUM) of Kpb Investment Advisors LLC is $91.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $91.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.67 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kpb Investment Advisors LLC for their services and products based on a percentage of assets under management. 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.

Careers at Kpb Investment Advisors LLC

Paul Allen Toft has been acting as President since 1 Mar 2013. George P Mcbride joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Keybank National Association	Shareholder	1 Mar 2013	75% - 100%	34-0797057
Paul Allen Toft	Director	1 Mar 2013	Other	1573386
Paul Alfred Weick	Secretary	1 Mar 2013	Other	2286289
Brian Charles Tipple	President	1 Mar 2013	Other	1747646
Kenneth Floyd Fox	Cco	1 Mar 2013	Other	2294922
Paul Deluca	Cfo	1 Mar 2013	Other	6196425
Charles Embry Radune	Cfo	1 Sep 2013	Other	4234051
Timothy Lee Swanson	President	1 Jul 2014	Other	4367261
Ekaterini Tantsios	Cco	1 Jan 2015	Other	1924203
Deborah A Markovic	Cfo	1 Jan 2015	Other	6066719
Giuseppe Calabrese	President	1 May 2016	Other	5013231
George P Mcbride	Chief financial officer	1 Mar 2017	Other	6768629

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Keycorp	Shareholder	1 Dec 1995	75% - 100%	34-6542451

Based in Cleveland

The principal office where Kpb Investment Advisors LLC performs its advisory services is located at 100 Public Square, Cleveland, OH 44114, 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 216-689-3000 or by fax 216-689-5711. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at key.com.