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Kangpan & Co.

Kangpan & Co.. CRD 337585

K

CRD: 337585

Kangpan & Co.

Gwynedd Valley, PA
5026817497
www.kangpanco.com
$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
LegacyGlacier unison
Established Date
07-22-2025
Office Locations
1

Office Locations

-- Gwynedd Valley PA

About Kangpan & Co.

Kangpan & Co. is a Pennsylvania-registered RIA serving agency and marketing leaders with complex, volatile compensation. Founder and lead advisor Nathan Kangpan (nearly 20 years in agency leadership, including Global CIO at Kepler) delivers adaptive tax optimization for bonuses, RSUs, LTIPs and earn-outs, portfolio augmentation using alternative strategies for resilience, and income-generation/cashflow planning for career transitions. Custodied at Charles Schwab.

Team overview

-- AVG AGE
$12.3M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

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Accredited Investors

Vital pioneer

Asset Classes

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Client Personas

Focus

Investment Themes

Optima North

Investment Vehicles

Meridian

Services

Alpha Matrix Unison value Quantum zenith Fusion Ember pioneer

Technology

Fusion ember Vertex summit

Owner & Executives

N

NATHANIEL KANGPAN

Chief Executive Officer

CRD
#5391304
Ownership
75% or more
(932) 504-9145
quantum.bridge@summitcapital.com
in linkedin.com/in/north-wave

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,289,001 --
Non-Discretionary $0 --
Total $12,289,001 --

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Separately Managed Accounts

Total SMA Asset: $12,289,001

$12.3M Total SMA
Equity - Exchange:
25.5%
Cash:
44.5%
U.S. Government/Agency:
30.0%
Asset class Assets Assets %
Equity - Exchange $1,119,309,105 25.5%
Cash $1,953,304,124 44.5%
U.S. Government/Agency $1,316,834,240 30.0%
Total $4,389,447,469 100.0%

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