Kleiner Capital Management, LLC is an adviser based in Manalapan. It manages $8 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2004.
Kleiner Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kleiner Capital Management, LLC is $8 million. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kleiner Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mitchell Jay Kleiner has been acting as President since 1 Sep 2004. Dona Iris Kleiner joined the executive team most recently as the Managing Member.
The principal office where Kleiner Capital Management, LLC performs its advisory services is located at Philip Plaza, Manalapan, NJ 07726, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-617-9001 or by fax 732-617-9770. The normal business hours are by appointment only on Monday - Friday.