SourcingSourcing

KAHN BROTHERS ADVISORS LLC

A70
CRD 144368·SEC 801-14146·NEW YORK, NY
AUM
$498.6M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KAHN BROTHERS ADVISORS LLC
CRD
144368
SEC file #
801-14146
EIN
132948997
DBA names
—

Economics

AUM
$498.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$623.3M → $498.6M▼ -20%
Client mix
Individuals Other200
Individuals High Net Worth142
Corporations5

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KAHN BROTHERS GROUP, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
KAHN BROTHERS GROUP, INC.
KAHN, THOMAS, GRAHAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KAHNBROTHERS.COM
Rdap Domain Creation Date
1998-12-11T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
455,921
Form 5500 Compensation Trajectory 3y
2025455,921
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
455,921
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001039565
Edgar Registered
Yes
Edgar Filing Count
244
Edgar First Filing Date
1997-09-05
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
119
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001039565-26-000002
Edgar Former Names
KAHN BROTHERS GROUP INC /DE/
KAHN BROTHERS & CO INC /DE/

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Morgan Stanley1
Edgar Addresses
Mailing
555 MADISON AVENUESUITE 1303NEW YORK, NY 10022
Business
555 MADISON AVENUESUITE 1303NEW YORK, NY 10022
Edgar EIN
132948997
Edgar Recent Filings
SCHEDULE 13G2026-05-08 · 0001039565-26-000003
13F-HR2026-05-08 · 0001039565-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-10T05:00:00Z
Rdap Domain Last Changed
2025-12-09T08:39:23Z
Rdap Nameservers
Ns-1402.awsdns-47.orgNs-1786.awsdns-31.co.ukNs-343.awsdns-42.comNs-596.awsdns-10.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
KAHN, THOMAS, GRAHAM
IAR · Executive Officer · 2.5%
263171
KAREN ANN DEMARCO
Executive Officer · 2.5%
2415233
ANDREW S KAHN
Executive Officer · 2.5%
5596242
PUI HO IP
IAR
4134492
PATRICK ROBERT STADELHOFER
IAR
5302079