KPB INVESTMENT ADVISORS LLC
CRD #167934 SEC #801-78120 CLEVELAND, OH 216-689-3000
SEC Registered
Total AUM
$116.7M
Discretionary
$116.7M
Employees
6
Clients
0
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 27, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALABRESE, GIUSEPPE | I | PRESIDENT | NA | |
| CALABRESE, GIUSEPPE | I | PRESIDENT | NA | |
| CALABRESE, GIUSEPPE | I | PRESIDENT | NA | |
| CALABRESE, GIUSEPPE | I | PRESIDENT | NA | |
| DELUCA, PAUL | I | CFO | NA | Control |
| FOX, KENNETH, FLOYD | I | CCO | NA | Control |
| FOX, KENNETH, FLOYD | I | CCO | NA | Control |
| FOX, KENNETH, FLOYD | I | CCO | NA | Control |
| FOX, KENNETH, FLOYD | I | CCO | NA | Control |
| MARKOVIC, DEBORAH, A | I | CFO | NA | |
| MARKOVIC, DEBORAH, A | I | CFO | NA | |
| MARKOVIC, DEBORAH, A | I | CFO | NA | |
| MARKOVIC, DEBORAH, A | I | CFO | NA | |
| MARKOVIC, DEBORAH, A | I | CFO | NA | |
| MARKOVIC, DEBORAH, A | I | CFO | NA | |
| MARKOVIC, DEBORAH, A | I | CFO | NA | |
| MARKOVIC, DEBORAH, A | I | CFO | NA | |
| McBride, George, P | I | CHIEF FINANCIAL OFFICER | NA | |
| RADUNE, CHARLES, EMBRY | I | CFO | NA | Control |
| RADUNE, CHARLES, EMBRY | I | CFO | NA | Control |
| RADUNE, CHARLES, EMBRY | I | CFO | NA | Control |
| SWANSON, TIMOTHY, LEE | I | PRESIDENT | NA | |
| SWANSON, TIMOTHY, LEE | I | PRESIDENT | NA | |
| SWANSON, TIMOTHY, LEE | I | PRESIDENT | NA | |
| SWANSON, TIMOTHY, LEE | I | PRESIDENT | NA | |
| SWANSON, TIMOTHY, LEE | I | PRESIDENT | NA | |
| SWANSON, TIMOTHY, LEE | I | PRESIDENT | NA | |
| TANTSIOS, EKATERINI | I | CCO | NA | |
| TANTSIOS, EKATERINI | I | CCO | NA | |
| TANTSIOS, EKATERINI | I | CCO | NA | |
| TANTSIOS, EKATERINI | I | CCO | NA | |
| TANTSIOS, EKATERINI | I | CCO | NA | |
| TANTSIOS, EKATERINI | I | CCO | NA | |
| TANTSIOS, EKATERINI | I | CCO | NA | |
| TANTSIOS, EKATERINI | I | CCO | NA | |
| TANTSIOS, EKATERINI | I | CCO | NA | |
| TIPPLE, BRIAN, CHARLES | I | PRESIDENT | NA | Control |
| TIPPLE, BRIAN, CHARLES | I | PRESIDENT | NA | Control |
| TIPPLE, BRIAN, CHARLES | I | PRESIDENT | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| TOFT, PAUL, ALLEN | I | DIRECTOR | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| WEICK, PAUL, ALFRED | I | SECRETARY | NA | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
| KEYBANK NATIONAL ASSOCIATION | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
| KEYCORP | DE | KEYBANK NATIONAL ASSOCIATION | E | Control |
Registrations
Federal
IA
Jul 27, 2016 REGISTERED
Notice Filings (1)
OH
Address
100 PUBLIC SQUARECLEVELAND, OH 44114
United States
Phone: 216-689-3000