Single Family OfficeRIA · CRD 165136SEC-RegisteredPrivate Fund Adviser

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KKM Financial

KKM Financial LLC is an SEC-registered investment adviser in Chicago, IL, registered since 2012. The firm manages $734 million in assets, with $617 million on...

KKM Financial

KKM Financial LLC is an SEC-registered investment adviser in Chicago, IL, registered since 2012. The firm manages $734 million in assets, with $617 million on a discretionary basis. It has 5 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at KKM Financial?

No named principals or investment professionals are publicly recorded for KKM Financial. The firm's leadership structure is not disclosed (public record). Allocators would need to contact the firm directly for this information.

How does KKM Financial source proprietary deal flow?

KKM Financial does not publicly describe its sourcing model. No evidence of proprietary deal flow, co-investment networks, or external partnerships is available (public record). The firm's sourcing approach is unverified.

Is KKM Financial structured as a single family office or does it operate more like a venture firm?

Based on its registration as KKM Financial LLC and lack of institutional marketing, it is categorized as a single-family office. No public indication exists of venture operations or multi-family services (public record).

Does KKM Financial participate in fund commitments or only direct deals?

KKM Financial's investment vehicle preference is not publicly documented. It is unknown whether the firm commits to external funds, makes direct investments, or both (public record).

What investment stages does KKM Financial typically target?

No information is available regarding KKM Financial's stage preference—venture, growth, buyout, or other. The firm does not disclose target stages (public record).

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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