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PETER KIMMELMAN ASSET MANAGEMENT LP

B54
CRD 133302·SEC 801-65086·NEW YORK, NY
AUM
$466.3M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PETER KIMMELMAN ASSET MANAGEMENT LP
CRD
133302
SEC file #
801-65086
EIN
—
DBA names
—

Economics

AUM
$466.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$586.9M → $466.3M▼ -21%
Client mix
Pooled Investment Vehicles38
Individuals High Net Worth12
Corporations2

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIMMELMAN, PETER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
KIMMELMAN, PETER
HATLESKOG, ELBRUN, KWEILEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan6
E*trade4
Bny Mellon2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4875717
Trust Company Affiliate
Yes

People (5)

5
KIMMELMAN, PETER
Direct Owner · 62.5%
4875717
HATLESKOG, ELBRUN, KWEILEN
Direct Owner · 17.5%
4912146
KIMMELMAN, ELBRUN, EILEEN
Direct Owner · 17.5%
4875725
KIMMELMAN, PETER, DAMIAN
Direct Owner · 17.5%
4912174
LEVINE, GREGORY, SCOTT
Executive Officer · 2.5%
1361906