Kildare Partners Us, LLC (Westlake)
Kildare Partners Us, LLC is a large advisory firm based in Westlake. It manages $2.76 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Texas.
Kildare Partners Us 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.
Kildare Partners Us: assets under management
The assets under management (AUM) of Kildare Partners Us, LLC is $2.76 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 718% since the beginning of its operation, and $2.76 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Kildare Partners Us, 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 Kildare Partners Us serves?
The only and largest group of clients of Kildare Partners Us is pooled investment vehicles with 5 clients and $2.76 billion of assets under management. Among the 11 most similar advisory firms, Kildare Partners Us has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.76 billion for 5 clients. 100% of the firm’s clients are foreign persons or businesses.
Kildare Partners Us also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons ranges from $25,000,000 to $50,000,000.
Careers at Kildare Partners Us, LLC
The company employs 78 people that are either part- or full-time employees. 86 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.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 18 indirect owners.Based in Westlake
The principal office where Kildare Partners Us, LLC performs its advisory services is located at 1301 Solana Blvd., Westlake, TX 76262, 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 214-756-6030 or by fax 888-678-2928. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at kildarepartners.com and its LinkedIn profile.
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