KAUFMAN HALL INVESTMENT MANAGEMENT, LLC
Legal name: KAUFMAN HALL INVESTMENT MANAGEMENT
CRD #328876 SEC #801-129164 BRENTWOOD, TN 224-7243809
SEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
Employees
9
Clients
0
Accounts
50
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Berry, David, Andrew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Paul, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Paul, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Paul, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Paul, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Brown, Paul, Steven | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CESARONE, BRITT, ADELBERT | I | SENIOR VICE PRESIDENT | NA | Control |
| CESARONE, BRITT, ADELBERT | I | SENIOR VICE PRESIDENT | NA | Control |
| CESARONE, BRITT, ADELBERT | I | SENIOR VICE PRESIDENT | NA | Control |
| CESARONE, BRITT, ADELBERT | I | SECRETARY | NA | Control |
| CESARONE, BRITT, ADELBERT | I | SECRETARY | NA | Control |
| CESARONE, BRITT, ADELBERT | I | SECRETARY | NA | Control |
| CESARONE, BRITT, ADELBERT | I | SECRETARY | NA | Control |
| DesJardins, Tracy, Ann | I | VICE PRESIDENT | NA | |
| DesJardins, Tracy, Ann | I | VICE PRESIDENT | NA | |
| HITESHEW, DAVID, ANDERS | I | SENIOR VICE PRESIDENT | NA | Control |
| HITESHEW, DAVID, ANDERS | I | SENIOR VICE PRESIDENT | NA | Control |
| HITESHEW, DAVID, ANDERS | I | SENIOR VICE PRESIDENT | NA | Control |
| HITESHEW, DAVID, ANDERS | I | SENIOR VICE PRESIDENT | NA | Control |
| TURNER, ROBERT, NICHOLAS | I | VICE PRESIDENT | NA | Control |
| TURNER, ROBERT, NICHOLAS | I | VICE PRESIDENT | NA | Control |
| TURNER, ROBERT, NICHOLAS | I | VICE PRESIDENT | NA | Control |
| TURNER, ROBERT, NICHOLAS | I | MANAGER & PRESIDENT | NA | Control |
| TURNER, ROBERT, NICHOLAS | I | MANAGER & PRESIDENT | NA | Control |
| TURNER, ROBERT, NICHOLAS | I | MANAGER & PRESIDENT | NA | Control |
| TURNER, ROBERT, NICHOLAS | I | MANAGER & PRESIDENT | NA | Control |
| Witmer, Valerie, Louise | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAUFMAN, HALL & ASSOCIATES, LLC | DE | OWNER | E | Control |
| KAUFMAN, HALL & ASSOCIATES, LLC | DE | OWNER | E | Control |
| KAUFMAN, HALL & ASSOCIATES, LLC | DE | OWNER | E | Control |
| KAUFMAN, HALL & ASSOCIATES, LLC | DE | OWNER | E | Control |
| KAUFMAN, HALL & ASSOCIATES, LLC | DE | OWNER | E | Control |
| KAUFMAN, HALL & ASSOCIATES, LLC | DE | OWNER | E | Control |
| KAUFMAN, HALL & ASSOCIATES, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KH AQUISITION, LLC | DE | KH INTERMEDIATE HOLDINGS, LLC | E | Control |
| KH AQUISITION, LLC | DE | KH INTERMEDIATE HOLDINGS, LLC | E | Control |
| KH AQUISITION, LLC | DE | KH INTERMEDIATE HOLDINGS, LLC | E | Control |
| KH AQUISITION, LLC | DE | KH INTERMEDIATE HOLDINGS, LLC | E | Control |
| KH AQUISITION, LLC | DE | KH INTERMEDIATE HOLDINGS, LLC | E | Control |
| KH AQUISITION, LLC | DE | KH INTERMEDIATE HOLDINGS, LLC | E | Control |
| KH INTERMEDIATE HOLDINGS, LLC | DE | KAUFMAN, HALL & ASSOCIATES, LLC | E | |
| KH INTERMEDIATE HOLDINGS, LLC | DE | KAUFMAN, HALL & ASSOCIATES, LLC | E | |
| KH INTERMEDIATE HOLDINGS, LLC | DE | KAUFMAN, HALL & ASSOCIATES, LLC | E | |
| KH INTERMEDIATE HOLDINGS, LLC | DE | KAUFMAN, HALL & ASSOCIATES, LLC | E | |
| KH INTERMEDIATE HOLDINGS, LLC | DE | KAUFMAN, HALL & ASSOCIATES, LLC | E | |
| KH INTERMEDIATE HOLDINGS, LLC | DE | KAUFMAN, HALL & ASSOCIATES, LLC | E | |
| KH TOPCO, LLC | DE | KH AQUISITION, LLC | E | Control |
| KH TOPCO, LLC | DE | KH AQUISITION, LLC | E | Control |
| KH TOPCO, LLC | DE | KH AQUISITION, LLC | E | Control |
| KH TOPCO, LLC | DE | KH AQUISITION, LLC | E | Control |
| KH TOPCO, LLC | DE | KH AQUISITION, LLC | E | Control |
| KH TOPCO, LLC | DE | KH AQUISITION, LLC | E | Control |
| VIZIENT, INC. | DE | KH TOPCO, LLC | E | Control |
| VIZIENT, INC. | DE | KH TOPCO, LLC | E | Control |
| VIZIENT, INC. | DE | KH TOPCO, LLC | E | Control |
| VIZIENT, INC. | DE | KH TOPCO, LLC | C | Control |
| VIZIENT, INC. | DE | KH AQUISITION, LLC | C | Control |
| VIZIENT, INC. | DE | KH TOPCO, LLC | C | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (3)
IL TN TX
Address
10 CADILLAC DRIVESUITE 120
BRENTWOOD, TN 37027
United States
Phone: 224-7243809