A complete list of active advisors currently associated with KP7 Investors LLC

Warmer can help you find a great advisor at KP7 Investors LLC or one who fits your needs even better.

KP7 Investors provides discretionary investment management and related advisory services to high‑net‑worth individuals, trusts, and estates that meet the Advisers Act definition of Qualified Clients. The firm manages roughly $10.35 million across a limited number of client relationships and offers portfolio construction, ongoing supervision, and advice on retirement‑account rollovers. The firm’s investment approach is generally long‑term and low‑turnover, relying on proprietary research supplemented by third‑party sources and artificial‑intelligence tools used only as decision‑support. Portfolios may retain legacy securities for tax or fit reasons, may use cash as a hedge, and explicitly avoid leveraged or inverse products. KP7 is distinctive among peers for offering a performance‑based fee option — up to 12% of annual gains subject to a high‑water mark — to Qualified Clients, a compensation structure that is uncommon in this cohort. The firm also operates with a small advisory team and narrow client roster, maintains an institutional relationship with its custodian for platform services, and does not accept custody of client assets except to deduct authorized advisory fees.

To learn more about the advisors currently working at KP7 Investors 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.