9AT: KB & PARTNERS MANAGEMENT CO LLC

other names

KB & PARTNERS MANAGEMENT CO LLC

Adviser Profile

As of Date	03/31/2026
ADV Location	NEW YORK, NY, United States
Adviser Type - Related adviser
Number of Employees	6
of those in investment advisory functions	3
Registration	SEC, Approved, 04/07/2000

AUM^*	52,754,259 -25%
of that, discretionary	52,754,259 -25%
Private Fund GAV^*	52,754,259 -91%
Avg Account Size	52,754,259 -25%
SMA’s	No
Private Funds	1
Contact Info	212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count1	GAV$52,754,259

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GRANITE BRIDGE PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM89.8m	#Funds-
Adviser ROG VI L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund561.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV561.3m	AUM561.3m	#Funds13
Adviser UMB PRIVATE WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund65.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV65.4m	AUM68.4m	#Funds7
Adviser CHICAGO ATLANTIC BDC ADVISERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM342.0m	#Funds-
Adviser WINGSPAN CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund74.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV74.0m	AUM94.5m	#Funds7
Adviser WARREN CAPITAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM131.0m	#Funds-
Adviser XALTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund92.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV92.3m	AUM92.3m	#Funds1
Adviser MONACHIL CAPITAL PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund41.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV41.0m	AUM71.7m	#Funds5
Adviser TERRAMONT INFRASTRUCTURE MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund297.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV297.5m	AUM549.9m	#Funds12
Adviser LONETREE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund229.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV229.3m	AUM229.3m	#Funds7

Brochure Summary

Overview

KB & Partners Management Co. LLC (“we” or the “Firm”) is a Registered Investment Adviser founded and registered with the SEC in 2000. The Firm provides investment advisory services and certain administrative services to Kahn Brothers & Partners LP (the “Partnership” or “Client”), a Limited Partnership formed for the purpose of investment. In addition to acting as the investment adviser, we serve as the general partner to the Partnership. As of December 31, 2023, we managed approximately $70,500,000 of assets on a discretionary basis and $0 on a non-discretionary basis. We are privately held and principally owned by, KB Holding Company LLC and Thomas G. Kahn Family Trust. We invest primarily in publicly-traded equities, although we may transact other types of securities. We employ a modified Graham and Dodd value investing style that we have developed over time since the inception of our affiliate, Kahn Brothers Advisors, in 1978. Our strategy traces its roots to our founding chairman, Irving Kahn, who was a teaching assistant at Columbia Business School to Benjamin Graham, an early

proponent of value investing and fundamental analysis. Our principals have been using investment strategies modified from this fundamental value approach throughout their professional careers. Our investment strategy seeks long-term total returns exceeding our benchmark reasonable protections against permanent loss of capital. Our managers focus on long-term performance over many years and across market cycles. The time horizon of a typical investment is three to five years or longer. In providing services to the Partnership, we (i) manage the Partnership’s assets in accordance with the terms of the Partnership’s Private Placement Memorandum and individual Limited Partnership agreements (the “Governing Documents”); (ii) formulate investment objectives; (iii) direct and manage the investment and reinvestment of the Partnership’s assets; and (iv) provide periodic reports to Limited Partners. Investment restrictions for the Partnership, if any, are generally established in the Governing Documents. The Adviser does not sponsor any wrap fee programs or manage accounts subject to wrap fee programs.

KB & PARTNERS MANAGEMENT CO LLC

Adviser Profile

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Brochure Summary

Overview