Asset ManagerRIA · CRD 330356SEC-Registered

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Kilter Group

KILTER GROUP is an SEC-registered investment adviser in RHINEBECK, NY, registered since 2024. The firm manages $277 million in assets, $273 million on a...

Kilter Group

KILTER GROUP is an SEC-registered investment adviser in RHINEBECK, NY, registered since 2024. The firm manages $277 million in assets, $273 million on a discretionary basis. It has 13 employees and 7 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

What type of clients does Kilter Group advise?

Kilter Group advises institutional investors including pension funds, endowments, and other large asset owners. The firm focuses on building customized investment programs rather than offering pooled funds, and its client list is not publicly disclosed.

Does Kilter Group manage direct investment portfolios?

Kilter Group operates primarily as an investment advisor and consultant, not a direct fund manager. The firm helps clients design asset allocation strategies and select external managers. Public information does not confirm whether Kilter Group manages in-house commingled vehicles or direct investment mandates.

Is Kilter Group registered as an investment advisor?

Firms providing institutional advisory services in the United States are typically required to register with the SEC or state authorities. Kilter Group's specific regulatory status has not been publicly confirmed through an active website or LinkedIn presence.

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