$1.2B Total AUM
$621.3M Disc. AUM
25.8% 3Y CAGR
2 Employees
46 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 01-01-2003
- Office Locations
- 1
Office Locations
-- Palos Verdes CA
About Kearns AND Associates, LLC
John Kearns & Associates is a full-service fundraising consulting firm that leads capital campaigns and planned giving for Roman Catholic parishes, schools, colleges, hospitals and community groups. The team brings 35+ years of direct campaign experience, including resident campaign directors and planned giving experts, and has delivered record-setting, above-goal results for clients across the U.S.
Team overview
-- AVG AGE
$1.2B AVG AUM / ADVISOR
$25.6M AVG AUM / CLIENT
23.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
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Investment Themes
Delta
Investment Vehicles
Focus
Services
Pioneer Beacon Vital bridge
Technology
Element
Owner & Executives
J
JEFFREY JOSEPH KEARNS
Chief Compliance Officer, Managing Director, President
- CRD
- --
- Ownership
- 75% or more
(376) 519-2084
oak.unison@optimacapital.com
in linkedin.com/in/timber-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $621,332,638 | $13,807,392 |
| Non-Discretionary | $554,370,497 | $69,296,312 |
| Total | $1,175,703,135 | $22,183,078 |
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Separately Managed Accounts
Total SMA Asset: $1,175,703,135
Private Funds:
29.0% Equity - Exchange:
36.4% Cash:
34.6% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,080,221,192 | 29.0% |
| Equity - Exchange | $1,355,863,841 | 36.4% |
| Cash | $1,288,815,628 | 34.6% |
| Total | $3,724,900,661 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX LEGACY | PIONEER CREST | ABEBD06RI | KLET | 12.11% | $26,149,581 |
| MERIDIAN ALPHA | TIMBER CAPITAL | QK2QEDQXG | PXG | 3.38% | $55,837,448 |
| MATRIX ZENITH | ELEMENT UNISON | TQY23XK0W | EYEIX | 5.22% | $55,013,624 |
| TIMBER VERTEX | SUMMIT VITAL | R9WONWXYR | HWOWX | 1.19% | $99,795,473 |
| HORIZON FUSION FOCUS | HORIZON PRIME | 8VQCHWEL7 | KIP | 1.92% | $43,820,635 |
| CREST ATLAS LEGACY | CATALYST NORTH | PNAN20GUB | VMB | 3.10% | $81,752,604 |
| ZENITH SIGNAL | CATALYST LEGACY | YSU1S3Q7A | WULM | 9.02% | $111,728,959 |
| MERIDIAN DELTA INSIGHT | VERTEX FOCUS | LXSDLQ06S | CLZ | 10.71% | $99,669,965 |