Kilimanjaro Advisors LLC (Boca Raton)

Name: Kilimanjaro Advisors LLC
Address: 433 Plaza Real, Boca Raton, FL, 33432
Telephone: 561-756-8326

Kilimanjaro Advisors LLC is a mid-sized advisory firm based in Boca Raton. It manages $71.32 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

Kilimanjaro Advisors provides 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.

Kilimanjaro Advisors: assets under management

The assets under management (AUM) of Kilimanjaro Advisors LLC is $71.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $71.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $71.32 million each.

Kilimanjaro Advisors has custody of $71.32 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kilimanjaro Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kilimanjaro Advisors serves?

The only and largest group of clients of Kilimanjaro Advisors is pooled investment vehicles with 1 clients and $71.32 million of assets under management. Among the 4 most similar advisory firms, Kilimanjaro Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $71.32 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Kilimanjaro Advisors also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Kilimanjaro Advisors LLC

The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Murry Karl Stegelmann	Managing member	1 Oct 2003	25% - 50%	2832795
Paul Andre Street	Member	1 Oct 2003	25% - 50%	2559678
Peter Charles Keenoy	Member & chief compliance officer	1 Oct 2003	25% - 50%	1948735
Michael Preston Borom	Member	1 Oct 2003	25% - 50%	5070179
Kristina Mary Rende	Chief compliance officer	1 Oct 2007	Other	5444104
Peter Charles Keenoy	Chief compliance officer	1 Dec 2009	Other	1948735
Peter Nathanial	Member	1 Dec 2009	25% - 50%	5763252
Peter Nathanial	Member	1 Aug 2011	25% - 50%	5763252

Based in Boca Raton

The principal office where Kilimanjaro Advisors LLC performs its advisory services is located at 433 Plaza Real, Boca Raton, FL 33432, 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 561-756-8326 or by fax 561-367-3423. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at kafunds.com.