A complete list of active advisors currently associated with Knuff & Company LLC

Warmer can help you find a great advisor at Knuff & Company LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Knuff & Company 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.

Name
Location
Years of experience
Heather Knuff profile photo Heather Knuff
Foster City, CA
5
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