KNUFF & COMPANY LLC

FOSTER CITY, CA Investment Advisor How do I update this listing?

Knuff & Company is based out of Foster City. Knuff & Company is a large advisory firm with 10 clients and discretionary assets under management (AUM) of $122,521,670 (Form ADV from 2018-12-24). Their last reported 13F filing for Q4 2018 included $101,794,000 in managed 13F securities and a top 10 holdings concentration of 55.36%. Knuff & Company's largest holding is Procter & Gamble Co. (OH) (1905) with shares held of 155,913. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

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

Performance for Q4 2018: 4.31%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

KNUFF & COMPANY LLC
950 TOWER LANE SUITE 1525
FOSTER CITY CA    94404
Country: United States

Business Phone: 650-832-9010
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 10
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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KNUFF & COMPANY LLC

ownership team - last updated 2018-12-24
Name Title Start Date Direct/Indirect % Ownership
KNUFF, HEATHER, B MANAGING PARTNER, CHIEF COMPLIANCE OFFICER 07/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
KNUFF & COMPANY LLC MANAGING PARTNER, CHIEF COMPLIANCE OFFICER direct 2018-07-01

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