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Ksher Aa LLC (Greenwich)


Ksher Aa LLC is a pension cosultant based in Greenwich. It manages $209.84 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002.

Ksher Aa provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ksher Aa: assets under management

The assets under management (AUM) of Ksher Aa LLC is $209.84 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $209.84 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.92 thousand each.
Ksher Aa has custody of $209.84 thousand in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ksher Aa LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwich

The principal office where Ksher Aa LLC performs its advisory services is located at 20 Dayton Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-552-1900 or by fax 203-552-1901. The normal business hours are 8:00 a.m. to 6:00 p.m. on Monday - Friday.


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