KLR INVESTMENT ADVISORS, LLC
CRD #124716 SEC #801-118575 PROVIDENCE, RI 401-274-2001
SEC Registered Disclosures
Total AUM
$254.5M
Discretionary
$254.5M
Employees
7
Clients
26
Accounts
426
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $254.5M | $254.5M | $0 | 7 | 82 |
| Sep 2023 | $252.7M | $252.7M | $0 | 7 | 0 |
| May 2023 | $252.7M | $252.7M | $0 | 7 | 0 |
| Apr 2023 | $252.7M | $252.7M | $0 | 7 | 0 |
| Mar 2023 | $252.7M | $252.7M | $0 | 7 | 0 |
| Mar 2023 | $276.7M | $274.5M | $2.2M | 5 | 0 |
| Oct 2022 | $276.7M | $274.5M | $2.2M | 5 | 0 |
| May 2022 | $276.7M | $274.5M | $2.2M | 6 | 0 |
| Mar 2022 | $276.7M | $274.5M | $2.2M | 6 | 0 |
| Jan 2022 | $215.6M | $213.3M | $2.3M | 4 | 186 |
| Sep 2021 | $215.6M | $213.3M | $2.3M | 4 | 186 |
| Aug 2021 | $215.6M | $213.3M | $2.3M | 6 | 186 |
| Apr 2021 | $215.6M | $213.3M | $2.3M | 6 | 186 |
| Mar 2021 | $215.6M | $213.3M | $2.3M | 6 | 186 |
| Nov 2020 | $187.6M | $169.7M | $17.9M | 5 | 0 |
| Jun 2020 | $187.6M | $169.7M | $17.9M | 4 | 0 |
| Mar 2020 | $187.6M | $169.7M | $17.9M | 4 | 0 |
DateFeb 2024
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees7
Clients82
DateSep 2023
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$276.7M
Discretionary$274.5M
Non-Disc.$2.2M
Employees5
Clients0
DateOct 2022
Total AUM$276.7M
Discretionary$274.5M
Non-Disc.$2.2M
Employees5
Clients0
DateMay 2022
Total AUM$276.7M
Discretionary$274.5M
Non-Disc.$2.2M
Employees6
Clients0
DateMar 2022
Total AUM$276.7M
Discretionary$274.5M
Non-Disc.$2.2M
Employees6
Clients0
DateJan 2022
Total AUM$215.6M
Discretionary$213.3M
Non-Disc.$2.3M
Employees4
Clients186
DateSep 2021
Total AUM$215.6M
Discretionary$213.3M
Non-Disc.$2.3M
Employees4
Clients186
DateAug 2021
Total AUM$215.6M
Discretionary$213.3M
Non-Disc.$2.3M
Employees6
Clients186
DateApr 2021
Total AUM$215.6M
Discretionary$213.3M
Non-Disc.$2.3M
Employees6
Clients186
DateMar 2021
Total AUM$215.6M
Discretionary$213.3M
Non-Disc.$2.3M
Employees6
Clients186
DateNov 2020
Total AUM$187.6M
Discretionary$169.7M
Non-Disc.$17.9M
Employees5
Clients0
DateJun 2020
Total AUM$187.6M
Discretionary$169.7M
Non-Disc.$17.9M
Employees4
Clients0
DateMar 2020
Total AUM$187.6M
Discretionary$169.7M
Non-Disc.$17.9M
Employees4
Clients0