Kalnin Ventures LLC (Denver)

Name: Kalnin Ventures LLC
Address: 1200 17 Th Street, Denver, CO, 80202
Telephone: (720) 375-9680

Kalnin Ventures LLC is a large advisory firm based in Denver. It manages $640.85 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Colorado.

Kalnin Ventures provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kalnin Ventures: assets under management

The assets under management (AUM) of Kalnin Ventures LLC is $640.85 million. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kalnin Ventures LLC for their services and products based on a percentage of assets under management and performance-based 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 Kalnin Ventures serves?

The only and largest group of clients of Kalnin Ventures is pooled investment vehicles with 1 clients and $640.85 million of assets under management. Among the 8 most similar advisory firms, Kalnin Ventures has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $640.85 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Kalnin Ventures also advises several private funds. Namely, one private equity fund.

Careers at Kalnin Ventures LLC

The company employs 28 people that are either part- or full-time employees. 79 percent of the employees work as investment advisers or researchers. No 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.

Joseph Redmond Davis joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chris Pungya Kalnin	Managing member / chief compliance officer	1 Jun 2014	50% - 75%	4245160
Rebecca Ann Kalnin	Chief administrative officer / member	1 Jun 2014	50% - 75%	6531424
Llc Crdk Family Investments	General partner - kalnin capital partners lp (relying adviser)	1 Jun 2014	Other	47-3258634
Ethan Sao Ngo	Limited partner - kalnin capital partners lp (relying adviser)	1 Jun 2014	25% - 50%	6533353
Joseph Redmond Davis	Limited partner - kalnin capital partners lp (relying adviser)	1 Jun 2014	25% - 50%	6533355
Kathleen Kelly Neuheardt	Chief compliance officer	1 Mar 2017	Other	6768131
Chris Pungya Kalnin	Chief executive officer	1 Mar 2019	50% - 75%	4245160
Joseph Redmond Davis	Chief operating officer	1 Mar 2019	25% - 50%	6533355
Lindsay Larrick	Chief compliance officer	1 Mar 2019	Other	7085763

Based in Denver

The principal office where Kalnin Ventures LLC performs its advisory services is located at 1200 17 Th Street, Denver, CO 80202, 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 (720) 375-9680. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at kalninventures.com.