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KAUFMAN HALL INVESTMENT MANAGEMENT
KAUFMAN HALL INVESTMENT MANAGEMENT, LLC
CRD 328876 · SEC 801-129164
10 CADILLAC DRIVE, SUITE 120, BRENTWOOD, TN, 37027, United States
Phone
224-7243809
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.82B
Discretionary AUM
$2.82B
Team
9 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Corporations/business entities | 28 | $2.82B |
States served
IL, TN, TX
All web addresses on file
Official SEC filing: View on IAPD