{
  "crd_number": 175409,
  "slug": "kabr-management-llc-englewood-nj-175409",
  "primary_business_name": "KABR MANAGEMENT, LLC",
  "legal_name": "KABR MANAGEMENT, LLC",
  "dbas": [],
  "city": "Englewood",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-11-25",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 642288220.0,
  "raum_discretionary": 642288220.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 642288220.0,
      "count": 9
    }
  },
  "compensation_types": [
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ"
  ],
  "websites": [
    "https://kabrgroup.com",
    "https://linkedin.com/company/the-kabr-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175409",
  "city_as_filed": "ENGLEWOOD",
  "url": "https://advisorcensus.com/firm/kabr-management-llc-englewood-nj-175409",
  "display_name": "Kabr Management, LLC",
  "summary": "Kabr Management, LLC is an SEC-registered investment advisory firm in Englewood, NJ, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Kabr Management, LLC (CRD 175409): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Kabr Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kabr Management, LLC reports these compensation arrangements: performance-based fees; other."
    },
    {
      "q": "How much does Kabr Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kabr Management, LLC located?",
      "a": "Kabr Management, LLC's principal office is in Englewood, NJ, according to its Form ADV."
    },
    {
      "q": "Is Kabr Management, LLC registered with the SEC or a state?",
      "a": "Kabr Management, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 175409."
    },
    {
      "q": "How much does Kabr Management, LLC manage?",
      "a": "Kabr Management, LLC reports $642,288,220 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Kabr Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kabr Management, LLC: Regulatory assets under management: $428,292,072 in the October 2021 data and $642,288,220 in the October 2026 data, up 50%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kabr Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9)."
    },
    {
      "q": "Does Kabr Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175409"
    },
    {
      "q": "What changed in Kabr Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 11. Regulatory assets under management went from $574,410,906 to $642,288,220 (+12%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 428292072.0,
      "total_employees": 7,
      "filing_date": "2021-04-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 603731080.0,
      "total_employees": 7,
      "filing_date": "2022-08-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 617565679.0,
      "total_employees": 9,
      "filing_date": "2023-05-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 542532579.0,
      "total_employees": 9,
      "filing_date": "2024-04-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 574410906.0,
      "total_employees": 9,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 642288220.0,
      "total_employees": 11,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 11.",
        "Regulatory assets under management went from $574,410,906 to $642,288,220 (+12%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Depending on the Fund, such fees are generally between 1% and 1.5% of capital commitments and/or total capital contributions and/or unreturned capital contributions made to each Fund and/or of Net Asset Value and may vary based on the stage of investment of the Fund."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Depending on the Fund, such fees are generally between 1% and 1.5% of capital commitments and/or total capital contributions and/or unreturned capital contributions made to each Fund and/or of Net Asset Value and may vary based on the stage of investment of the Fund."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/kabr-management-llc-englewood-nj-175409.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 642288220.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175409",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}