Horizon Kinetics Asset Management LLC
Assets Under Management
$9.8B
Number of Clients
2,098
Number of Advisors
1
Avg. Portfolio per Client
$4.7M
Avg. Managed per Advisor
$9.8B
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Horizon Kinetics Asset Management (HKAM) manages investments for mutual funds, exchange-traded funds (ETFs), closed-end funds, separately managed accounts, and private funds. HKAM's investment approach is bottom-up, value-oriented, and focuses on companies undergoing significant changes. HKAM also offers customized investment management strategies through separate accounts.
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fee schedule is for private client accounts. Institutional accounts have different fee schedules. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
470 Park Avenue South, 4th Floor South, New York, NY, 10016