Peter Kimmelman Asset Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $466M in regulatory assets under management, 7 employees, and 52 accounts.
Assets Under Management
$466M
Employees
7
Offices
--
Total Clients
52
Primary office
NEW YORK, NY
800 THIRD AVENUE, SUITE 3100, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 73.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
73.1%
38
2
HNWI
23.1%
12
3
Corporations
3.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$466Mas of March 31, 2026
Discretionary49.8%
$232M
50% of total RAUM49.8%
Non-discretionary50.2%
$234M
50% of total RAUM50.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$466M
Total Accounts52
10Y AUM Change$-189M (-28.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee7:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.