Kraematon Investment Advisors, Inc (Braintree)

Name: Kraematon Investment Advisors, Inc
Address: 25 Braintree Hill Office Park, Braintree, MA, 02184
Telephone: 781-431-9425

Kraematon Investment Advisors, Inc is a large advisory firm based in Braintree. It manages $137.37 million of regulatory assets for 415 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Connecticut, Florida, and 4 other states.

Kraematon Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kraematon Investment Advisors: assets under management

The assets under management (AUM) of Kraematon Investment Advisors, Inc is $137.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 318% since the beginning of its operation, and $1.55 million of the total AUM is attributable to clients outside of the United States.

The firm manages $137.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $331.01 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 59% of the total AUM. The second-largest asset type is investment and business development companies, which make up 35% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kraematon Investment Advisors, Inc 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.

What kind of clients Kraematon Investment Advisors serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Kraematon Investment Advisors is high net worth individuals with 50 clients and $95.65 million of assets under management. Among the 8 most similar advisory firms, Kraematon Investment Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $137.37 million for 175 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Kraematon Investment Advisors doesn't advise any private funds.

Careers at Kraematon Investment Advisors, Inc

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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
Gregory Todd Clinton	President, treasurer	1 Jun 2004	25% - 50%	2616485
Richard Martin Sotell	Vice president	1 Jun 2004	50% - 75%	841634
Gilbert Arruda Moreira	Chief compliance officer	1 Jun 2004	Other	3020817
Alfred James Padden	Shareholder	1 Jun 2004	25% - 50%	355007
Gregory Todd Clinton	President, cco	1 Aug 2018	75% - 100%	2616485

Based in Braintree

The principal office where Kraematon Investment Advisors, Inc performs its advisory services is located at 25 Braintree Hill Office Park, Braintree, MA 02184, 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 781-431-9425 or by fax 781-380-3650. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at kraematoninvestmentadvisors.com.