Kaufman Hall Investment Management, LLC
● SEC registered since 2023CRD 328876SEC# 801-129164Brentwood, TN
Reg. AUM
$2.82B
Employees
9
Accounts
59
Location
Brentwood, TN
Kaufman Hall Investment Management, LLC assets under management
Kaufman Hall Investment Management, LLC is an SEC-registered investment adviser based in Brentwood, TN. The firm has been registered since 2023. It reports $2.8 billion in regulatory assets under management and employs 9 people.
Kaufman Hall Investment Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Britt Adelbert Cesarone Control | Secretary | Under 5% | 2024 |
| Kaufman, Hall & Associates, LLC Control | Owner | Over 75% | 2023 |
| Robert Nicholas Turner Control | Manager & President | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Kaufman Hall Investment Management, LLC manage?
Kaufman Hall Investment Management, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Kaufman Hall Investment Management, LLC have?
Kaufman Hall Investment Management, LLC reports 9 employees.
Where is Kaufman Hall Investment Management, LLC located?
Kaufman Hall Investment Management, LLC is based in Brentwood, TN and has been SEC-registered since 2023.
Does Kaufman Hall Investment Management, LLC disclose fund performance?
Kaufman Hall Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Cadillac Drive, Suite 120, Brentwood, TN 37027 |
| Phone | 224-7243809 |
| Office hours | 8:00-4:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.82B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$2.82Bregulatory AUM
Discretionary $2.82B