Kleiner Capital Management, LLC (Manalapan)

Kleiner Capital Management, LLC is an adviser based in Manalapan. It manages $8 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2004.

Kleiner Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kleiner Capital Management: assets under management

The assets under management (AUM) of Kleiner Capital Management, LLC is $8 million. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $315.79 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $666.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kleiner Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kleiner Capital Management, LLC

Mitchell Jay Kleiner has been acting as President since 1 Sep 2004. Dona Iris Kleiner joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dona Iris Kleiner	Managing member	1 Apr 2004	75% - 100%	4790309
Mitchell Jay Kleiner	President	1 Sep 2004	75% - 100%	2380503

Based in Manalapan

The principal office where Kleiner Capital Management, LLC performs its advisory services is located at Philip Plaza, Manalapan, NJ 07726, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.