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 6 employees
About
Kahn Brothers Advisors LLC provides discretionary and non‑discretionary portfolio management to individual (including high‑net‑worth) and institutional clients, primarily through equity‑focused strategies. The firm offers customized accounts within its modified value investing framework and also serves as manager or sub‑advisor for some third‑party wrap‑fee programs.
The firm follows a modified value investing approach rooted in the Irving Kahn/Benjamin Graham tradition, emphasizing bottom‑up fundamental analysis and multi‑year holding periods (typically three to five years or longer). Portfolios may include U.S. public equities across market capitalizations, occasional holdings in less liquid or special‑situation securities, and the firm will hold cash when attractive opportunities are scarce.
Kahn Brothers is affiliated with an in‑house broker‑dealer (Kahn Brothers LLC) and with several related investment entities that advise limited partnerships, arrangements the brochure identifies as creating potential conflicts of interest tied to brokerage commissions and 12b‑1 payments. The firm discloses that it assesses performance‑based fees in some accounts and was subject to an SEC settlement in June 2022 concerning practices related to clients brokering with its affiliated broker‑dealer, which resulted in a $250,000 penalty, disgorgement of $701,799 and $146,100 in prejudgment interest.
Client services
Expertise
Occupation focus
Fee options
Negotiated percentage of net profits of the account, adjusted for contributions and withdrawals, may include high water mark and/or performance hurdle
Account minimum: $5,000,000
Main office
555 Madison Ave, Suite 1303
New York NY 10022
Advisors at this office
3
Most active in
Arizona · California · Colorado · Connecticut · Florida · Louisiana · Maine · Maryland · Massachusetts · Minnesota · Nevada · New Hampshire · New Jersey · New York · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Utah · Virginia · Wisconsin
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 at Kahn Brothers Advisors LLC with 24 years of industry experience. He has previously worked at Raymond James & Associates, Inc. and Stifel, Nicolaus & Company, Incorporated. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management primarily to individuals, high-net-worth clients, and institutional investors. The firm employs a modified Graham and Dodd value investing approach, focusing on bottom-up fundamental analysis to identify undervalued or special-situation opportunities across market capitalizations.
Thomas K
CFA®, Series 63, Series 65
New York, NY
Kahn Brothers Advisors LLC
Thomas Kahn is a CFA® charterholder with 56 years of industry experience. He has been a manager and analyst at Kahn Brothers Advisors LLC and related entities since 1978 and currently serves at Kahn Brothers Advisors LLC. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management primarily for individuals, high-net-worth clients, and institutional investors. The firm employs a modified Graham and Dodd value investing approach focused on bottom-up fundamental analysis to identify undervalued opportunities across market capitalizations, with typical holding periods of three to five years or longer.
Patrick S
CFA®, Series 66, Series 63
New York, NY
Kahn Brothers Advisors LLC
Patrick Stadelhofer is a financial advisor at Kahn Brothers Advisors LLC in New York, NY, with three years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. Prior to joining Kahn Brothers Advisors in 2023, he worked at Atlantic Lion Investments and VGI Partners. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management primarily to individual and institutional clients, focusing on equity strategies within a modified value investing framework. The firm emphasizes bottom-up fundamental analysis and multi-year holding periods across U.S. public equities and special-situation securities.
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