KP7 Investors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KP7 Investors provides discretionary investment management and related advisory services to high‑net‑worth individuals, trusts, and estates that meet the firm’s definition of “Qualified Clients.” The firm focuses on portfolio construction and ongoing supervision aimed at aligning investments with each client’s financial situation, tax considerations, and risk tolerance.
The advisor pursues a primarily long‑term, low‑turnover investment approach built on proprietary research and third‑party analysis, and it may retain legacy holdings for tax or strategic reasons. It supplements human research with third‑party artificial intelligence tools used strictly for decision support, and it conducts regular reviews while executing trades through client‑selected custodians.
Notable distinctions for the firm include its solo‑practitioner structure—one portfolio manager who also serves as chief compliance officer—managing roughly $10.35 million across about a dozen clients, and the use of performance‑based compensation for eligible clients under a high‑water‑mark arrangement, a practice that is uncommon among similar firms. The firm also maintains an institutional relationship with a major custody platform that provides software and operational benefits, and it deliberately limits its client base to higher‑net‑worth, qualified clients rather than serving non‑HNW individual households.
Client services
Expertise
Fee options
Up to 1.00% annually (negotiable)
Up to 12% of gains annually, subject to high-water mark, applicable only to Qualified Clients with $1,400,000+ managed assets or $2,700,000+ net worth
Account minimum: $1,000,000
Main office
164 Mason Street
Greenwich CT 06830
Advisors at this office
1
Most active in
Connecticut · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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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.
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