PRINCETON, NJCRD 289816Latest ADV January 27, 2026
Kdt Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated January 27, 2026, reports $210M in regulatory assets under management, 5 employees, 1 office, and 60 accounts.
Assets Under Management
$210M
Employees
5
Offices
1 office
Total Clients
52
Primary office
PRINCETON, NJ
103 CARNEGIE CENTER, SUITE 300, PRINCETON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
26
2
Corporations
40.4%
21
3
Individuals
9.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of January 27, 2026
Discretionary64.9%
$137M
65% of total RAUM64.9%
Non-discretionary35.1%
$74M
35% of total RAUM35.1%
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.
Total AUM$210M
Total Accounts60
10Y AUM Change+$210M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee10:1
10Y Employee Change+1 (+25.0%)
* 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.