DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KAHN BROTHERS ADVISORS LLC

CRD 144368

NEW YORK, NY

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:fe1b3024-578f-568f-5fca-e2ba2a6cd360

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2012 to Sep 16, 2026
39 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: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.06 related_bd=true related_bank=false bd_reps=5.0
Regulatory AUM: $499MItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $491M
Private client RAUM: $444MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $166Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 351
Individual clients: 200
High net worth clients: 142
SEC number: 801-14146
CRD: 144368
Filings on the tape: 39
First filed: Mar 30, 2012
Latest filed: Sep 16, 2026
Organised: Limited Liability Company, NY
Website: kahnbrothers.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS GRAHAM KAHN	Chartered Financial Analyst	NEW YORK, NY	16	45	1	no
PUI HO IP	n/a	NEW YORK, NY	4	25	1	yes
PATRICK ROBERT STADELHOFER	Chartered Financial Analyst	NEW YORK, NY	3	14	n/a	yes

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 BROTHERS GROUP, INC.	PARENT COMPANY	E	yes	07/2007	Mar 30, 2012	Mar 29, 2024
KAHN, PHYLLIS	Stockholder	C	yes	01/2015	Jul 2, 2018	Mar 29, 2024
KAHN, THOMAS, GRAHAM	CHAIRMAN, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, STOCKHOLDER, DIRECTOR	D	yes	07/1978	Mar 30, 2012	Mar 29, 2024
KAHN, THOMAS, GRAHAM	CHAIRMAN,PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, STOCKHOLDER & DIRECTOR	Na	yes	07/1978	Mar 30, 2012	Mar 29, 2024
DEMARCO, KAREN, ANN	VICE PRESIDENT	Na	no	03/2006	Mar 30, 2012	Mar 29, 2024
KAHN, ANDREW, S	SENIOR VICE PRESIDENT & DIRECTOR	Na	no	08/2014	Sep 16, 2014	Mar 29, 2024

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
KB & PARTNERS MANAGEMENT CO LLC	n/a	Asset manager	$52.8M	N	yes	n/a
KAHN BROTHERS ASSET MANAGEMENT CORP	n/a	Asset manager	$18.5M	N	yes	n/a
KAHN BROTHERS LLC	n/a	n/a	n/a	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
2025	Mar 31, 2026	$499M	$491M	6	3	0	n/a	n/a
2024	Mar 31, 2025	$434M	$428M	6	3	0	n/a	n/a
2023	Mar 29, 2024	$621M	$610M	6	3	0	n/a	n/a
2022	Mar 31, 2023	$698M	$687M	6	3	0	n/a	n/a
2021	Mar 31, 2022	$690M	$677M	7	3	0	n/a	n/a
2020	Mar 31, 2021	$518M	$506M	6	3	0	n/a	n/a
2019	Mar 30, 2020	$702M	$675M	7	3	0	n/a	n/a
2018	Mar 29, 2019	$623M	$599M	8	3	0	n/a	n/a
2017	Mar 23, 2018	$716M	$688M	8	3	0	n/a	n/a
2016	Mar 31, 2017	$662M	$635M	8	3	n/a	n/a	n/a
2015	Mar 29, 2016	$622M	$597M	7	3	n/a	n/a	n/a
2014	Apr 1, 2015	$658M	$633M	7	3	n/a	n/a	n/a
2013	Mar 31, 2014	$664M	$633M	8	3	n/a	n/a	n/a
2012	Mar 28, 2013	$634M	$614M	8	3	n/a	n/a	n/a
2011	Mar 30, 2012	$570M	$543M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$499M	$434M	14.9%	$698M	-10.6%	5	6	0	0

Relationships

Affiliated with (4)

→ KAHN BROTHERS ASSET MANAGEMENT CORPRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ KB & PARTNERS MANAGEMENT CO LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← KAHN BROTHERS ASSET MANAGEMENT CORPRegistered adviserother investment adviser, common control
factForm ADV
← KB & PARTNERS MANAGEMENT CO LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← PATRICK ROBERT STADELHOFERAdvisorregistration: current employment
Sep 13, 2023 to presentfactForm ADV
← PUI HO IPAdvisorregistration: current employment
Apr 1, 2022 to presentfactForm ADV
← THOMAS GRAHAM KAHNAdvisorregistration: current employment
Jul 16, 2010 to presentfactForm ADV

Owns (2)

← DEMARCO, KAREN, ANNOwnerVICE PRESIDENT, ownership code NA, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV
← KAHN, ANDREW, SOwnerSENIOR VICE PRESIDENT & DIRECTOR, ownership code NA, individual
Sep 16, 2014 to Mar 29, 2024factForm ADV

Controls (3)

← KAHN, THOMAS, GRAHAMOwnerCHAIRMAN, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, STOCKHOLDER, DIRECTOR, ownership code D, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV
← KAHN BROTHERS GROUP, INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Mar 30, 2012 to Mar 29, 2024factForm ADV
← KAHN, PHYLLISOwnerSTOCKHOLDER, ownership code C, individual
Jul 2, 2018 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Kahn Brothers Advisors Llc reported RAUM $434.0M, down 30% from $621.5M (2024-03-29 to 2025-03-31)
Form ADVobserved 4 days ago
$-187M
Occurred
Mar 31, 2022
Regulatory AUM changed
Kahn Brothers Advisors Llc reported RAUM $690.0M, up 33% from $518.1M (2021-03-31 to 2022-03-31)
Form ADVobserved 4 days ago
$172M
Occurred
Mar 31, 2021
Regulatory AUM changed
Kahn Brothers Advisors Llc reported RAUM $518.1M, down 26% from $702.4M (2021-01-15 to 2021-03-31)
Form ADVobserved 4 days ago
$-184M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe1b3024-578f-568f-5fca-e2ba2a6cd360
First observed: Mar 30, 2012
Last observed: Sep 16, 2026 3 days 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.

KAHN BROTHERS ADVISORS LLC

CRD 144368

NEW YORK, NY

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:fe1b3024-578f-568f-5fca-e2ba2a6cd360

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS GRAHAM KAHN

Chartered Financial Analyst

NEW YORK, NY

PUI HO IP

n/a

NEW YORK, NY

yes

PATRICK ROBERT STADELHOFER

Chartered Financial Analyst

NEW YORK, NY

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KAHN BROTHERS GROUP, INC.

PARENT COMPANY

yes

07/2007

Mar 30, 2012

Mar 29, 2024

KAHN, PHYLLIS

Stockholder

yes

01/2015

Jul 2, 2018

Mar 29, 2024

KAHN, THOMAS, GRAHAM

CHAIRMAN, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, STOCKHOLDER, DIRECTOR

yes

07/1978

Mar 30, 2012

Mar 29, 2024

KAHN, THOMAS, GRAHAM

CHAIRMAN,PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, STOCKHOLDER & DIRECTOR

yes

07/1978

Mar 30, 2012

Mar 29, 2024

DEMARCO, KAREN, ANN

VICE PRESIDENT

03/2006

Mar 30, 2012

Mar 29, 2024

KAHN, ANDREW, S

SENIOR VICE PRESIDENT & DIRECTOR

08/2014

Sep 16, 2014

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KB & PARTNERS MANAGEMENT CO LLC

n/a

Asset manager

$52.8M

yes

n/a

KAHN BROTHERS ASSET MANAGEMENT CORP

n/a

Asset manager

$18.5M

yes

n/a

KAHN BROTHERS LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$499M

$491M

n/a

2024

Mar 31, 2025

$434M

$428M

n/a

2023

Mar 29, 2024

$621M

$610M

n/a

2022

Mar 31, 2023

$698M

$687M

n/a

2021

Mar 31, 2022

$690M

$677M

n/a

2020

Mar 31, 2021

$518M

$506M

n/a

2019

Mar 30, 2020

$702M

$675M

n/a

2018

Mar 29, 2019

$623M

$599M

n/a

2017

Mar 23, 2018

$716M

$688M

n/a

2016

Mar 31, 2017

$662M

$635M

n/a

2015

Mar 29, 2016

$622M

$597M

n/a

2014

Apr 1, 2015

$658M

$633M

n/a

2013

Mar 31, 2014

$664M

$633M

n/a

2012

Mar 28, 2013

$634M

$614M

n/a

2011

Mar 30, 2012

$570M

$543M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$499M

$434M

14.9%

$698M

-10.6%