CONSHOHOCKEN, PACRD 325042Latest ADV March 25, 2026
Kitching Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 25, 2026, reports $646M in regulatory assets under management, 19 employees, and 194 accounts.
Assets Under Management
$646M
Employees
19
Offices
--
Total Clients
119
Primary office
CONSHOHOCKEN, PA
555 E NORTH LANE, SUITE 5045, CONSHOHOCKEN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.4% of total clients.
Top client categories% of clientsClients
1
HNWI
92.4%
110
2
Individuals
7.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$646Mas of March 25, 2026
Discretionary64.9%
$419M
65% of total RAUM64.9%
Non-discretionary35.1%
$227M
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$646M
Total Accounts194
10Y AUM Change+$646M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee6:1
10Y Employee Change+18 (+1800.0%)
* 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.