Kahn Brothers Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$444,411,150
Clients
342
Advisors
3
of 5 employees
About
Kahn Brothers Advisors LLC provides discretionary and non‑discretionary portfolio management and investment advisory services to individual and high‑net‑worth clients as well as institutional investors, overseeing roughly $498.6 million across about 342 client relationships. The firm admits new clients at its discretion and generally prefers incoming portfolios with mid‑seven‑figure investable assets, while also serving accounts that participate in externally sponsored wrap‑fee programs.
The firm employs a modified value investing approach grounded in bottom‑up fundamental analysis, focusing primarily on publicly traded U.S. equities with a typical investment horizon of three to five years or longer and an emphasis on downside protection. Portfolios may include small‑ and micro‑cap securities, special situations and other instruments when appropriate, and managers will hold cash when attractive opportunities are scarce.
The brochure discloses several firm relationships and fee practices that are less common among peers: the adviser is affiliated with an in‑house broker‑dealer and with other investment adviser entities and limited partnerships to which it may solicit client investments, it manages accounts pursuant to third‑party wrap‑fee programs (including Morgan Stanley Smith Barney LLC), and it may negotiate performance‑based fees in certain accounts. The firm also disclosed a 2022 SEC order addressing aggregation and disclosure procedures, which included a civil penalty, disgorgement and prejudgment interest.
Client services
Expertise
Occupation focus
Fee options
Up to 1%, negotiable with each client; no single flat rate stated
Performance-based fees charged in some accounts; negotiated individually, generally a percentage of net profits with possible high water mark and hurdles.
Account minimum: $500,000 (mid-seven-figures), waiver possible
Main office
555 Madison Ave, Suite 1303
New York NY 10022
Advisors at this office
3
Most active in
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Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Pui Ho I
Series 63, Series 66
New York, NY
Kahn Brothers Advisors LLC
Pui Ho Ip is a financial advisor with Kahn Brothers Advisors LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Kahn Brothers in 2022, Ip worked at Raymond James & Associates and Stifel. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a modified value investing approach focused on bottom-up fundamental analysis of primarily U.S. equities, with an emphasis on downside protection and a typical investment horizon of three to five years or longer.
Thomas K
CFA®, Series 63, Series 65
New York, NY
Kahn Brothers Advisors LLC
Thomas Kahn is a CFA® charterholder with 57 years of industry experience. He is a principal at Kahn Brothers Advisors LLC in New York, where he has worked since 2007. Kahn serves as a manager and analyst at several affiliated investment firms. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm uses a modified value investing approach focused on bottom-up fundamental analysis of U.S. equities, emphasizing downside protection and long-term investment horizons.
Patrick S
CFA®, Series 63, Series 66
New York, NY
Kahn Brothers Advisors LLC
Patrick Stadelhofer is a CFA® charterholder with three years of industry experience. He is currently with Kahn Brothers Advisors LLC, where he has worked since 2023, following roles at Atlantic Lion Investments and VGI Partners. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm uses a modified value investing approach focused on bottom-up fundamental analysis of U.S. equities, typically holding investments for three to five years or longer with an emphasis on downside protection.
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