2
CRD: 330872
2K Capital L.l.c.
Roslyn Heights, NY
5162861161
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-23-2024
- Office Locations
- 1
Office Locations
-- Roslyn Heights NY
About 2K Capital L.l.c.
2K Capital L.l.c. is a Roslyn Heights-based RIA. The firm has been operating for 2 years. Managing $5.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$5.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Frontier Value foundation Alpha Prime bridge
Client Personas
Harbor
Investment Themes
Optima Pioneer
Investment Vehicles
Peak
Services
Frontier Atlas
Owner & Executives
K
Karanjit Singh Kamboj
Assistant Vice President, Chief Compliance Officer, PRINCIPAL
- CRD
- #7547108
- Ownership
- 75% or more
(962) 861-6179
vector.pathway@bridgecapital.com
in linkedin.com/in/pioneer-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,100,000
Equity - Exchange:
16.6% U.S. Government/Agency:
25.0% Cash:
27.7% Corporate - Investment Grade:
16.0% Corporate - Non-Investment Grade:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $788,238,108 | 16.6% |
| U.S. Government/Agency | $1,187,105,585 | 25.0% |
| Cash | $1,315,312,988 | 27.7% |
| Corporate - Investment Grade | $759,747,574 | 16.0% |
| Corporate - Non-Investment Grade | $698,018,083 | 14.7% |
| Total | $4,748,422,338 | 100.0% |