Knuff & Company LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$385,041,356
Clients
28
Advisors
1
of 4 employees
About
Knuff & Company serves high‑net‑worth individuals, families, charities, endowments and benefit plans, providing wealth planning and discretionary portfolio management through Unified Managed Accounts as well as financial reporting and coordination with clients’ other advisors. The firm also acts as investment manager and general partner to a pooled private fund, offering discretionary management for that vehicle in addition to its UMA services.
The firm follows a goals‑driven, value‑ and event‑oriented approach that emphasizes long‑term holdings, concentrated diversification (typically a limited number of individual securities), and behavioral‑finance insights; research is produced internally and technology is used to support investment research, tax‑aware trading, and client reporting. For UMA accounts the firm may employ listed equity options to generate income, hedge positions, or adjust entry points, and typically uses limit orders and block trade allocations when feasible.
Compared with many peers of similar scale, Knuff & Company’s combination of managing a private pooled vehicle alongside separately managed UMA relationships is uncommon and includes the use of performance‑based compensation for the pooled fund, which the firm addresses through disclosure and trade‑allocation policies. The firm’s small, concentrated client base and operational model — combining concentrated public‑market portfolios, private‑fund management, and occasional options strategies in separately managed accounts — is a distinguishing feature relative to many supported advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
10% incentive allocation on net appreciation of Fund's NAV above certain performance thresholds.
Account minimum: $2,000,000 Fee-only: Asset-based management fees charged to UMA Clients; no commissions or brokerage fees charged by Knuff & Company.
Main office
950 Tower Lane, Suite 1525
Foster City CA 94404
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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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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.
Advisors at this firm
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