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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-07-2021
- Office Locations
- 1
Office Locations
About KP7 Investors LLC
KP7 Investors (Greenwich, CT) is an investment manager offering liquid-alternative, public-equity strategies for individuals seeking balance and long-term growth. Its seven-principle, scorecard-driven process maintains a ~40-company “KP7 Cache” and uses tactical research to time buys and sells as names move into and out of the portfolio. Portfolios are implemented via ETFs and custodied at Fidelity/NFS.
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Owner & Executives
KENT YANTIS WHITAKER
Advisor, Chief Compliance Officer, Managing Member, PORTFOLIO MANAGER
- CRD
- #1542991
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,350,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,350,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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