Investment adviser · CRD 124267

KAY INVESTMENTS, INC.

Investment adviser filing (IA)

· Form ADV filed Jun 24, 2015

Regulatory AUM
$49.8M
Form ADV · Item 5.F
Client accounts
265
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

KAY INCOME PARTNERS L.P.Other Private Fund · Last reported Jun 24, 2015$6.74MGross asset value
Auditor BONN DIOGUARDI AND RAY ROCHESTER, New York, United States
Custodian FIDELITY INSTITUTIONAL WEALTH SERVICES NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6989278879
Reported beneficial owners
1
Minimum commitment
$25K
Form D file number
021-68212

Form ADV 930568 · Jun 24, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 24, 2015. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

CRD 124267

Filing source

Form ADV 930568 · Jun 24, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.