Investment adviser · CRD 298203
KNUFF & COMPANY LLC
Investment adviser filing (IA)
FOSTER CITY, CA, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $394M Form ADV · Item 5.F
- Client accounts
- 28 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 28 | $385,041,356 | 97.8% |
| Pooled investment vehicles | 1 | $8,838,065 | 2.2% |
Filing source
Form ADV 2067818 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EVENT VALUE FUND, L.P.Hedge Fund · Last reported Mar 26, 2026$8.84MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY LLP
PCAOB 23
INTERACTIVE BROKERS LLC
SEC 8-47257
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-3862520960
- Reported beneficial owners
- 11
- Minimum commitment
- $2M
- Form D file number
- 021-176927
Form ADV 2067818 · Mar 26, 2026 · 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: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
950 TOWER LANE, SUITE 1525FOSTER CITY, CA, 94404, United States
CRD 298203
Filing source
Form ADV 2067818 · Mar 26, 2026 · 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.