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M. Kulyk & Associates, LLC

● SEC registered since 2017CRD 290887SEC# 801-112089
Export (members)
Ranks #3,220 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$840.4M
Fund GAV
$3.7M
Private funds
1
Employees
23
Accounts
2,208
Location

M. Kulyk & Associates, LLC assets under management

M. Kulyk & Associates, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2017. It reports $840.4 million in regulatory assets under management and employs 23 people. M. Kulyk & Associates, LLC manages 1 private fund with combined gross assets of $3.7 million, including Cw Alpha Fund. By regulatory assets, it ranks 3,220 of 6,004 private fund managers.

M. Kulyk & Associates, LLC private funds

1 funds · $3.7M GAV
FundTypeGross assetsMin.
Cw Alpha FundPrivate Equity$3.7M$50K

M. Kulyk & Associates, LLC owners & executives

8 reported
NameTitleOwnershipSince
Daniel Colin McNabbPortfolio Manager5-10%2020
Daniel Robert KirslisFinancial Advisor5-10%2020
Farley Kulyk Family Living Trust ControlOwnerOver 75%2017
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Frequently asked questions

How much does M. Kulyk & Associates, LLC manage?

M. Kulyk & Associates, LLC reports $840.4 million in regulatory assets under management on its Form ADV.

How many private funds does M. Kulyk & Associates, LLC manage?

M. Kulyk & Associates, LLC manages 1 private funds with combined gross assets of $3.7 million.

How many employees does M. Kulyk & Associates, LLC have?

M. Kulyk & Associates, LLC reports 23 employees.

Does M. Kulyk & Associates, LLC disclose fund performance?

M. Kulyk & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(404) 294-5917
Office hours9:00a.m. - 6:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$840.4M▲ 23%
Mar '25 — $682.7MApr '25 — $682.7MMay '25 — $682.7MJun '25 — $682.7MJul '25 — $682.7MAug '25 — $682.7MSep '25 — $682.7MOct '25 — $682.7MNov '25 — $682.7MDec '25 — $682.7MJan '26 — $682.7MFeb '26 — $682.7MMar '26 — $840.4MApr '26 — $840.4MMay '26 — $840.4MJun '26 — $840.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
AUM vs fund managersTop 54%
Larger than 46% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$840.4Mregulatory AUM
Discretionary $837.8MNon-discretionary $2.5M

Service providers