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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex pioneer
- Established Date
- 12-16-1999
- Office Locations
- 1
Office Locations
About Kane Investment Management, Inc.
Kane Investment Management, Inc. is a Los Gatos, CA RIA providing investment management and financial planning focused on retirement, estate planning, and wealth preservation. Portfolios are built primarily with public mutual funds and ETFs, with ongoing monitoring and portfolio construction support. The firm serves retail clients including entrepreneurs and commonly custodies with Charles Schwab and TD Ameritrade.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DENNIS MICHAEL KANE
Owner
- CRD
- #2087948
- Ownership
- 75% or more
MANJESHWAR S BHAT DR
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5677546
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHARLES DON DAVIS
Chief Compliance Officer, Investment Advisor
- CRD
- #4717241
EMEBET Tekle ESTIFANOS
Investment Adviser Representative
- CRD
- #7509682
Legacy alpha
Legacy horizon
- CRD
- #33134
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,524,560 | $503,189 |
| Non-Discretionary | $0 | -- |
| Total | $240,524,560 | $503,189 |
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Separately Managed Accounts
Total SMA Asset: $240,524,560
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,032,456,254 | 34.5% |
| Public Funds | $583,562,230 | 19.5% |
| Cash | $1,376,608,338 | 46.0% |
| Total | $2,992,626,822 | 100.0% |