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Kades & Cheifetz
Kades & Cheifetz is a boutique RIA founded in 2016, serving high-net-worth families from Berwyn, PA with planning-led portfolio management.
Kades & Cheifetz
Kades & Cheifetz was established in 2016 and operates as a registered investment adviser headquartered in Berwyn, Pennsylvania, on Philadelphia's Main Line. The firm advises individuals, high-net-worth families, and related entities, occupying the local-boutique segment of the wealth management market. Its location places it within one of the densest private-wealth corridors on the East Coast outside Manhattan, competing against larger regional RIAs and wirehouse breakaway teams. The principals of the firm, and the specific asset base they manage, are not publicly detailed. The firm provides asset management, financial planning, and portfolio management services. Its investment approach spans public equities, fixed income, and cash management, with a planning-first methodology that embeds tax, estate, and retirement considerations into portfolio construction. Kades & Cheifetz does not publicize direct private-market co-investment programs, proprietary fund vehicles, or a defined thematic-sector focus, distinguishing it from multi-family offices that run direct-deal platforms. Client portfolios are generally implemented through separately managed accounts and third-party custodial structures, typical of an RIA with a discretionary mandate. The firm operates a single office in Berwyn. Headcount and regulatory assets under management are not publicly reported. Kades & Cheifetz has not announced parallel philanthropic entities, club-deal vehicles, or expansion into additional geographic markets. No recent fund launch, key hire, or strategic transaction has been publicly reported in the last 24 months, and the firm maintains a low public profile consistent with a lifestyle-practice RIA. Kades & Cheifetz's structure as a compact, owner-operated RIA in a wealthy but secondary market represents a departure from the consolidator model reshaping the independent-wealth space. Where larger platforms use scale to drive margins, the firm competes on personalization and continuity, a model that succeeds or fails entirely on principal retention and local-referral networks.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Berwyn
Corporate office
Berwyn, PA, United States
Frequently asked questions
Who runs investment decisions at Kades & Cheifetz?
The firm has not publicly disclosed the identities of its investment committee members or named principals. As a small registered investment adviser likely organized as a partnership or closely held entity, investment decisions are presumably made by the founding principals, whose professional backgrounds are not publicly detailed. Without a public Form ADV Part 2B or firm bio page, the specific decision-making structure cannot be confirmed.
Is Kades & Cheifetz structured as a single family office or a multi-client RIA?
Kades & Cheifetz is a registered investment adviser serving multiple individuals, high-net-worth individuals, and families. It is not a single-family office (SFO). Its structure as an independent RIA means it owes a fiduciary duty to all clients and operates under SEC or state registration, which requires regulatory filings and compliance infrastructure that SFOs generally avoid.
Does Kades & Cheifetz participate in private-market or direct investments?
There is no public record of Kades & Cheifetz operating a direct-investment platform, co-investment vehicle, or private-fund lineup. The firm's disclosed services — financial planning, asset management, and portfolio management — suggest a focus on public-market securities and traditional wealth-management implementation. Allocators seeking alternatives access or direct-deal flow should not expect such capabilities based on current public information.
What investment strategies does Kades & Cheifetz explicitly avoid?
The firm has not published an exclusion list or negative-screen policy. Based on its service description, it does not appear to offer proprietary private-equity, venture-capital, or hedge-fund products. Whether it avoids specific sectors, industries, or security types is not publicly documented.
How does Kades & Cheifetz source new client relationships?
The firm's client-acquisition model is not described in public materials. For a boutique RIA on Philadelphia's Main Line, new relationships likely originate through professional networks, local referrals from accountants and attorneys, and community presence. The firm does not appear to run a public-content or digital-marketing engine that would support a scalable direct-to-consumer channel.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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