Klahanie Investment LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,854,427
Clients
15
Advisors
1
of 1 employees
About
The firm is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management to high‑net‑worth clients through separately managed accounts and serves as the general partner and investment manager of a privately offered limited partnership for accredited and qualified investors. Its advisory services include investment selection, portfolio construction, research and trade execution for both the pooled vehicle and individual client accounts.
The firm uses a combination of technical (charting), fundamental and macroeconomic analysis to construct concentrated, equity‑oriented portfolios and may employ long/short positions, options and ETFs to implement hedging and income strategies. SMA mandates are tailored to each client’s objectives and risk tolerance, with active trading, position‑level risk controls and regular account reviews and reporting.
Notably, the adviser both sponsors and manages a private pooled investment vehicle and acts as a private fund adviser while also running separately managed accounts, and it accepts performance‑based compensation arrangements across client types — arrangements that are uncommon for firms of this size. The firm also applies private‑fund features such as lock‑up and withdrawal procedures for the partnership and a high‑water‑mark method for performance allocations (calculated after fees), and it maintains a small, primarily high‑net‑worth client base rather than serving mass‑market individual investors.
Client services
Expertise
Fee options
$0+: Approximately 1.00% annually for SMA Clients (charged as 0.25% per quarter) $0+: Approximately 1.00% annually for Partnership (charged as 0.0833% per month)
SMA Performance Fee: 20% of profits annually with high water mark; Partnership Performance Allocation: 15% of profits annually with high water mark
Account minimum: $500,000 minimum for SMA Clients; $300,000 minimum investment for Partnership, with $200,000 minimum Capital Account balance Fee-only: Management fees based on assets under management (approximately 1.00% annually), billed quarterly (SMA) or monthly (Partnership)
Main office
Issaquah WA
Advisors at this office
1
Most active in
Washington
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Broker-dealer / trader
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Bank
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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.
Forms ADV
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