Kimelman & Baird, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 1, 2026, reports $1.5B in regulatory assets under management, 9 employees, and 490 accounts.
Assets Under Management
$1.5B
Employees
9
Offices
--
Total Clients
249
Primary office
NEW YORK, NY
800 THIRD AVENUE, SUITE 2300, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.8% of total clients.
Top client categories% of clientsClients
1
Individuals
51.8%
129
2
HNWI
45.4%
113
3
Charitable
2.4%
6
4
Pension Plans
0.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of April 1, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts490
10Y AUM Change+$690M (+87.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee28:1
10Y Employee Change+2 (+28.6%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.