RIA Intelligence

KAIA INVESTMENT MANAGEMENT LP

CRD #137524 SEC #801-65181 NEW YORK, NY 646-307-4626
SEC Registered
Total AUM
$24.5M
Discretionary
$24.5M
Employees
5
Clients
--
Accounts
3

Firm Details

Organization Type
Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 5, 2006
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KAIA ADVISORS, LLCDEGENERAL PARTNERNA Control
KAIA ADVISORS, LLCDEGENERAL PARTNERNA Control
KAIA ADVISORS, LLCDEGENERAL PARTNERNA Control
KAIA ADVISORS, LLCDEGENERAL PARTNERNA Control
LEVY, ODEDIMANAGING MEMBERD Control
LEVY, ODEDIMANAGING MEMBERD Control
LEVY, ODEDIMANAGING MEMBER, LIMITED PARTNERD Control
LEVY, ODEDIMANAGING MEMBERD Control
ALFANDARY, JACKIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
ALFANDARY, JACKIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
ALFANDARY, JACK, GILIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
ALFANDARY, JACK, GILIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNERB Control
NEUMAN, MARK, ADAMIMANAGING MEMBERB Control
NEUMAN, MARK, ADAMIMANAGING MEMBERB Control
NEUMAN, MARK, ADAMIMANAGING MEMBER, LIMITED PARTNERB Control
NEUMAN, MARK, ADAMIMANAGING MEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LEVY, ODEDIKAIA ADVISORS, LLCD Control
LEVY, ODEDIKAIA ADVISORS, LLCD Control
ALFANDARY, JACK, GILIKAIA ADVISORS, LLCC Control
ALFANDARY, JACK, GILIKAIA ADVISORS, LLCC Control
NEUMAN, MARK, ADAMIKAIA ADVISORS, LLCC Control
NEUMAN, MARK, ADAMIKAIA ADVISORS, LLCC Control

Registrations

Federal

IA
Jan 5, 2006 REGISTERED

Notice Filings (1)

NY

Address

767 3RD AVENUE
21ST FLOOR
NEW YORK, NY 10017
USA
Phone: 646-307-4626