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Kathmere Capital Management

EST. AUM
$3,478,172,971

CONTACTS
16

CLIENT ACCOUNTS
2,684

Firm Details

Metro area Philadelphia
CRD Number 305118
Website kathmere.com
Client types

Overview

Kathmere currently has over $2B in assets that is split between a retirement and private wealth business. Founded as a hybrid RIA with LPL and split off to become an independent RIA to be able to offer a wider variety of services. Bringing in +$10m households every month. They have historically been traditional passive investments. As they have been bringing on more sophisticated clientele, they have been dabbling into private market strategies right now and now manage a private markets FoF. They have done some evergreen private strategies, but looking to get into some more traditional drawdown LPs. CIO: Nick Ryder

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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