KIMELMAN & BAIRD, LLC

NEW YORK, NY Investment Advisor How do I update this listing?

Kimelman & Baird is based out of New York. Kimelman & Baird is a large advisory firm with 219 clients and discretionary assets under management (AUM) of $826,028,000 (Form ADV from 2019-03-28). Their last reported 13F filing for Q1 2019 included $695,142,000 in managed 13F securities and a top 10 holdings concentration of 38.41%. Kimelman & Baird's largest holding is Teleflex, Inc. with shares held of 110,701. Whalewisdom has at least 56 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $695.142 Million
  • Prior Market Value $642.765 Million
  • New Purchases4 stocks
  • Additional Purchases6 stocks
  • Sold out of3 stocks
  • Reduced holdings in42 stocks
  • Top 10 Holdings % 38.41 %
  • Turnover % [1]:7.00%
  • Turnover Alt % [2]: 7.17 %
  • Time Held Top20:2.40 quarters
  • Time Held Top10:2.50 quarters
  • Time Held All:2.90 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.94%
Performance Last 4 Quarters: 6.08%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

KIMELMAN & BAIRD, LLC
800 THIRD AVENUE SUITE 2300
NEW YORK NY    10022
Country: United States

Business Phone: 212-686-0021
Fax: 212-779-9603
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 7
Other Business Activities: broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,Commissions
Amount of client funds and securities:
Total Number of Clients: 219
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2)
Data above was derived from SEC filings.

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KIMELMAN & BAIRD, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
KIMELMAN, MICHAEL G MEMBER, CFO 04/01/1995 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KIMELMAN & BAIRD, LLC MEMBER, CFO direct 1995-04-01
DAEG ADMINISTRATIVE ADVISORS, LLC MEMBER direct 2005-12-01
KIMELMAN & BAIRD, LLC MEMBER AND CROP/SROP direct 1995-04-01 2008-03-24
KIMELMAN & BAIRD, LLC MEMBER direct 1995-04-01 2010-03-29
BAIRD, SHEILA MAUREEN MEMBER AND CHIEF COMPLIANCE OFFICER 04/01/1995 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KIMELMAN & BAIRD, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 1995-04-01
DAEG ADMINISTRATIVE ADVISORS, LLC MEMBER direct 2005-12-01
KIMELMAN & BAIRD, LLC MEMBER direct 1995-04-01 2004-03-26
KIMELMAN, SCOTT CHARLES MEMBER 04/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KIMELMAN & BAIRD, LLC MEMBER direct 2013-04-01
DAEG ADMINISTRATIVE ADVISORS, LLC MEMBER direct 2005-12-01
VYAS, SAPAN MEMBER 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KIMELMAN & BAIRD, LLC MEMBER direct 2013-04-01
KIMELMAN & BAIRD, LLC MEMBER direct 2016-01-01
MOCK, YASMEEN SOLLEE MEMBER 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KIMELMAN & BAIRD, LLC MEMBER direct 2013-04-01
KIMELMAN & BAIRD, LLC MEMBER direct 2016-01-01

KIMELMAN & BAIRD, LLC

ownership team - last updated 2017-12-04
Name Title Start Date Direct/Indirect % Ownership
KIMELMAN, MICHAEL G MEMBER, CFO 04/01/1995 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KIMELMAN & BAIRD, LLC MEMBER, CFO direct 1995-04-01
DAEG ADMINISTRATIVE ADVISORS, LLC MEMBER direct 2005-12-01
KIMELMAN & BAIRD, LLC MEMBER AND CROP/SROP direct 1995-04-01 2008-03-24
KIMELMAN & BAIRD, LLC MEMBER direct 1995-04-01 2010-03-29
BAIRD, SHEILA MAUREEN MEMBER AND CHIEF COMPLIANCE OFFICER 04/01/1995 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KIMELMAN & BAIRD, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 1995-04-01
DAEG ADMINISTRATIVE ADVISORS, LLC MEMBER direct 2005-12-01
KIMELMAN & BAIRD, LLC MEMBER direct 1995-04-01 2004-03-26
KIMELMAN, SCOTT CHARLES MEMBER 04/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KIMELMAN & BAIRD, LLC MEMBER direct 2013-04-01
DAEG ADMINISTRATIVE ADVISORS, LLC MEMBER direct 2005-12-01
VYAS, SAPAN MEMBER 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KIMELMAN & BAIRD, LLC MEMBER direct 2013-04-01
KIMELMAN & BAIRD, LLC MEMBER direct 2016-01-01
MOCK, YASMEEN SOLLEE MEMBER 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KIMELMAN & BAIRD, LLC MEMBER direct 2013-04-01
KIMELMAN & BAIRD, LLC MEMBER direct 2016-01-01

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