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KP MANAGEMENT LLC

· CRD 161307 · IAPD ↗ · 612-332-7606

$232.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2024 — KP MANAGEMENT LLC (location n/a) is newly SEC-registered with $206.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.