Knuff & Company LLC logo

Knuff & Company LLC

Updated today

Client AUM

$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

Financial planning Portfolio management

Expertise

Concentrated stock management Options & derivatives strategies Wealth management Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals Established Professionals

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Fee options

Percentage

$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually

Performance-based

10% incentive allocation on net appreciation of Fund's NAV above certain performance thresholds.

Other

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

View complete list of advisors at this firm
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