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KLINE CAPITAL MANAGEMENT LLC
CRD 136825 · SEC 801-64647
540 W. FRONTAGE ROAD SUITE 3315, NORTHFIELD, IL, 60093, United States
Phone
312-263-6100
Fax
312-284-8884
Registration
— (—)
Source
State registered
Total AUM
$27.1M
Discretionary AUM
$21.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $5.4M |
| High net worth individuals | 10 | $21.7M |
All web addresses on file
Official SEC filing: View on IAPD