Kaufman Kampe Advisors LLC (Mercer Island)

Name: Kaufman Kampe Advisors LLC
Address: 7525 Se 24 Th Street, Mercer Island, WA, 98040
Telephone: 206-275-2277

Kaufman Kampe Advisors LLC is a large advisory firm based in Mercer Island. It manages $109.12 million of regulatory assets for 277 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Washington.

Kaufman Kampe Advisors provides financial planning services, portfolio management for individuals and small businesses, and miscellaneous consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kaufman Kampe Advisors: assets under management

The assets under management (AUM) of Kaufman Kampe Advisors LLC is $109.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $109.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $393.95 thousand each.

Kaufman Kampe Advisors has custody of $2.34 million in cash and securities for 38 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 7% of the firm’s portfolio. Investments in exchange traded securities form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kaufman Kampe Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

What kind of clients Kaufman Kampe Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Kaufman Kampe Advisors is high net worth individuals with 41 clients and $77.66 million of assets under management. Among the 9 most similar advisory firms, Kaufman Kampe Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $99.97 million for 83 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Kaufman Kampe Advisors doesn't advise any private funds.

Careers at Kaufman Kampe Advisors LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Valerie Marie Kampe	Managing member and chief compliance officer	1 Jul 2007	50% - 75%	2735701
Loran Michele Kaufman	Managing member	1 Jul 2007	50% - 75%	1289038

Based in Mercer Island

The principal office where Kaufman Kampe Advisors LLC performs its advisory services is located at 7525 Se 24 Th Street, Mercer Island, WA 98040, 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 206-275-2277 or by fax 206-275-2278. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at kaufmankampe.com.