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Adviser Profile

Registration status Registration Changed to DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
As of Date 03/15/2024
Adviser Type
Number of Employees 3
of those in investment advisory functions 3
AUM* 103,261,600
of that, discretionary 103,261,600
Private Fund GAV* 0
Avg Account Size 297,584
% High Net Worth 55.30%
SMA’s No
Private Funds 0
Contact Info (31 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees