Patrick Stadelhofer
Patrick Stadelhofer is a CFA-designated registered investment advisor at Kahn Brothers Advisors LLC, based in New York, NY, with 3 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 373 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be larger or smaller than 1%. Fees may exclude cash and equivalents, unsupervised assets or other types of holdings.
Fee Estimator
Location
555 Madison Ave, Suite 1303, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is a Manager and Analyst for four investment-related businesses: Kahn Brothers Advisors LLC, KB Group Asset Management LLC, Kahn Brothers Asset Management Corp, and KB & Partners Management Co LLC. He spends about a quarter of his time on Kahn Brothers Advisors LLC, and a few hours per week on the other three businesses.
Employment History
Current Registrations
Kahn Brothers Advisors LLC
Kahn Brothers LLCBroker
Previous Registrations
Lazard Middle Market LLCBroker
State Registrations4 states
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