Bank / Wealth / TrustRIA · CRD 151879SEC-Registered

Updated:

Kevin M. Gibney and Company

KEVIN M. GIBNEY AND COMPANY, LLC is an SEC-registered investment adviser in ISELIN, NJ, registered since 2009. The firm manages $307 million in assets, with...

Kevin M. Gibney and Company logo

Kevin M. Gibney and Company

KEVIN M. GIBNEY AND COMPANY, LLC is an SEC-registered investment adviser in ISELIN, NJ, registered since 2009. The firm manages $307 million in assets, with $303 million on discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2009

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Iselin

Corporate office

Iselin, NJ, United States

Sector focus

Wealth Management

Frequently asked questions

Is Kevin M. Gibney and Company a single-family office?

No. The firm is structured as a registered investment advisor serving multiple clients — individuals, high-net-worth families, and pension plans per its SEC Form ADV. It does not publicly claim to manage capital for a single dynasty, and there is no evidence of a family-office charter.

Does the firm invest directly in private companies or venture capital?

There is no public evidence of direct private-company investing. SEC filings describe managed accounts invested in equities, fixed income, and mutual funds. The firm's regulatory footprint and website focus indicate a traditional portfolio-management practice rather than a private-equity or venture platform.

How large is the firm in assets under management?

The firm does not disclose AUM on its public website. As an SEC-registered RIA, it reports assets in Form ADV Part 1, which is publicly accessible through the SEC's Investment Adviser Public Disclosure database. That filing is the definitive source for its regulatory AUM figure.

Who makes investment decisions at the firm?

Kevin Gibney is listed as principal, chief compliance officer, and the sole investment advisor representative in public filings. This indicates he retains direct authority over portfolio construction and client investment decisions without a separate investment committee.

What geographic region does the firm serve?

The firm is headquartered in Iselin, New Jersey, with no additional offices disclosed. Its client base is likely concentrated in the New York metropolitan area, drawing from northern and central New Jersey.

Profile maintained by 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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