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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

KAM ADVISORS

KAHN ASSET MANAGEMENT, INC., CRD 152380

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:46310618-9d29-acec-0ef0-db8ca15eb0c7

Data as of Mar 30, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 13, 2012 to Mar 30, 2015
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $213MItem 5.F on the latest filing (2015-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $213M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Accounts: 360
SEC number: 801-70912
CRD: 152380
Filings on the tape: 6
First filed: Mar 13, 2012
Latest filed: Mar 30, 2015
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KAHN, JORDAN, LINDSAY	President	E	yes	04/2007	Mar 13, 2012	Mar 30, 2015
MEACHAM, MICHELLE, NICOLE	CHIEF COMPLIANCE OFFICER	Na	yes	03/2015	Mar 30, 2015	Mar 30, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ASCENDANT CAPITAL MANAGEMENT, LLC	n/a	Former SEC adviser	$123M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 30, 2015	$213M	$213M	4	2	n/a	n/a	n/a
2013	Feb 25, 2014	$208M	$208M	4	2	n/a	n/a	n/a
2012	Mar 19, 2013	$195M	$195M	4	2	n/a	n/a	n/a
2011	Mar 13, 2012	$180M	$180M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$213M	$208M	2.5%	$180M	5.8%	4	4	n/a	n/a

Relationships

Affiliated with (1)

→ ASCENDANT CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← KAHN, JORDAN, LINDSAYOwnerPRESIDENT, ownership code E, individual
Mar 13, 2012 to presentfactForm ADV
← MEACHAM, MICHELLE, NICOLEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2015 to presentfactForm ADV

Registered with (2)

← JORDAN LINDSAY KAHNAdvisorregistration: previous registration
Mar 26, 2013 to Dec 22, 2015factForm ADV
← LI-WEI CHANGAdvisorregistration: previous registration
Mar 20, 2013 to Nov 26, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46310618-9d29-acec-0ef0-db8ca15eb0c7
First observed: Mar 13, 2012
Last observed: Mar 30, 2015 139 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KAM ADVISORS

KAHN ASSET MANAGEMENT, INC., CRD 152380

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:46310618-9d29-acec-0ef0-db8ca15eb0c7

Data as of Mar 30, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KAHN, JORDAN, LINDSAY

President

yes

04/2007

Mar 13, 2012

Mar 30, 2015

MEACHAM, MICHELLE, NICOLE

CHIEF COMPLIANCE OFFICER

yes

03/2015

Mar 30, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ASCENDANT CAPITAL MANAGEMENT, LLC

n/a

Former SEC adviser

$123M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 30, 2015

$213M

n/a

2013

Feb 25, 2014

$208M

n/a

2012

Mar 19, 2013

$195M

n/a

2011

Mar 13, 2012

$180M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$213M

$208M

2.5%

$180M

5.8%

n/a