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 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.

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.