A complete list of active advisors currently associated with Kahn Brothers Advisors LLC

Warmer can help you find a great advisor at Kahn Brothers Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kahn Brothers Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.