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KRM Advisory Services
KRM ADVISORY SERVICES is a state-registered investment adviser with approximately $2 million in regulatory assets under management. The firm has 1 employee...
Overview
KRM ADVISORY SERVICES is a state-registered investment adviser with approximately $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Principals
Michael R. Kalmansohn
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at KRM Advisory Services?
Michael R. Kalmansohn, a former securities attorney, serves as Managing Director and leads the firm's investment committee (per SEC filings). Kalmansohn has been with the firm since its founding in 2002.
Does KRM Advisory Services accept outside capital or only serve founding families?
KRM operates as a registered investment adviser and serves a limited number of multi-family offices and high-net-worth individuals. The firm does not market to the general public and maintains a small curated client base (per the firm's ADV disclosure).
Is KRM Advisory Services regulated or audited?
KRM Advisory Services (SEC) as an investment adviser. Its ADV filings are publicly available and disclose no material conflicts or past regulatory actions (per SEC filings).
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