Kimelman & Baird, LLC
Overview
Kimelman & Baird, LLC is a registered investment advisor and broker-dealer based in New York City, managing over $1.4 billion in assets. The firm specializes in providing discretionary asset management services for individual and institutional clients through separately managed accounts. Clients appoint K&B as the investment adviser, while a qualified custodian holds the account in the client's name. The firm offers two fee programs: Asset Based Fee Program (ABFP) and Asset and Transaction Based Fee Program (ATBFP), with maximum annual fees of 1.50% and 1.25% respectively. K&B also provides financial planning services through FinLife Partners, offering comprehensive evaluations and guidance at no additional cost. The firm acts as a fiduciary for ERISA accounts, ensuring compliance with regulations and acting in the best interest of clients. K&B does not engage in principal transactions and does not vote client securities proxies. The firm does not have custody of client assets, ensuring they are held at a qualified custodian. K&B has a Code of Ethics in place, outlining high standards of business conduct and fiduciary duty to clients. The firm reviews accounts quarterly and has disclosed past regulatory actions related to continuing education and commission charges. K&B has affiliations with solicitors for client referrals and compensates them based on account assets under management. The firm does not provide financial information as it does not serve as a custodian for client funds or securities.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Kimelman & Baird, LLC
What sectors does Kimelman & Baird, LLC invest in?
Kimelman & Baird, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Kimelman & Baird, LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Kimelman & Baird, LLC invest at?
Kimelman & Baird, LLC backs companies at Growth, Late Stage and Buyout, writing cheques of 5M - 50M.
Which regions does Kimelman & Baird, LLC invest in?
Kimelman & Baird, LLC invests across United States.
Who are the partners at Kimelman & Baird, LLC?
Team members listed for Kimelman & Baird, LLC include Scott Kimelman (Partner & Co-Chief Investment Officer) and Sheila Baird (Founding Partner & Co-Chief Investment Officer).
What companies has Kimelman & Baird, LLC invested in?
Kimelman & Baird, LLC's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Kimelman & Baird, LLC?
Kimelman & Baird, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
