Kuhn & Company Investment Counsel

No named principals are publicly listed for this firm. It operates as a registered investment advisor, so a chief investment officer or principal likely oversees portfolio allocation, but their identity is not widely published beyond regulatory filings (per SEC ADV filings).

Deal flow is likely driven through relationships with family offices, private banks, and legal advisors. The firm probably originates opportunities through its network of client families and co-investment partners, focusing on private credit and real estate where direct sourcing is common.

It operates as a multi-family office through its RIA structure. It serves multiple families, not a single source of wealth. This is different from a venture firm, as Kuhn appears to focus on direct investments and private credit rather than venture stage equity.

Given its counseling model, Kuhn likely participates in both fund commitments and direct deals. As an RIA serving family clients, it can allocate to external private credit funds while also arranging direct co-investments in real estate and infrastructure.

Based on sector focus, the firm targets late-stage or cash-flow generating opportunities in private credit, real estate, and infrastructure. These are typically growth or mature stage assets, avoiding early-stage or speculative investments.

Wealth origin for Kuhn's client families is publicly undisclosed. The firm's client base likely includes families who accumulated wealth through business ownership, real estate, or professional careers, but no specific source is attributed per public filings.

As an RIA, Kuhn charges fees based on assets under management, typically a percentage of AUM. Industry norms for similar firms range from 0.5% to 1.5% annually, though exact rates are not disclosed. Some direct investments may involve carried interest or performance fees.