Goal-Oriented Portfolio Management

Servicing New York and surrounding areas since 2019.

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Portfolio Management

Let me guide you towards financial success with my expert portfolio management services. With a deep understanding of the investment landscape, I will tailor a strategy that aligns with your unique goals and risk tolerance. Through diligent research and analysis, I will identify lucrative opportunities to maximize your returns. I am committed to transparency and communication, keeping you informed every step of the way. Trust in my experience and dedication to build and protect your wealth. Let me be your partner in achieving your financial aspirations.

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Your Expert Investment
Partner

As an experienced investment advisor based in New York City, I am dedicated to providing personalized strategies that help you achieve your financial goals, as to discover and acquire new opportunities, achieving higher returns in your stock portfolios. With our same-day service and satisfaction guarantee, you can count on us.

Expert advice tailored to your unique financial situation

Transparent and ethical approach to investment management

High returns. Combined with high margin of safety and steady growth

Proven track record of delivering high and successful outcomes for clients

We Also Specialize In...

Wealth Management

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Tax Mitigation

Don’t let taxes drain your resources. Let my expertise in tax mitigation help you maximize your savings and increase your future...

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Information and Researching

I am an expert in information and researching, dedicated to providing you with accurate and comprehensive insights. Whether you need market analysis, stock...

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Frequently Asked Questions

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What are your goals as a financial advisor?

My goal is to help you take a proactive approach to your personal financial situation. I am dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.

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What services do you offer?

I offer tax mitigation, wealth management, added to information and research services. I can also assist with other needs around hedge fund investing.

If fees paid are too low, and due to other attitudes, families disqualify themselves from admission at other family offices and picky hedge funds, with unique approaches, which can help to diversify even more.

Our exceptional returns perhaps bring us closer to officially being considered a top tier hedge fund.

Often my "full capacity", before saturating our main strategy (Fund №1), it is significantly lower than Medallion's, but in 2023 our growth and base return, was higher than legendary funds, as the Medallion Fund's average yearly return, and we surpassed other "double digit return" hedge funds.

We did so with solid buy and hold strategies. Staying away from speculation.

Also if you seek higher diversification, I can coach you in comprehending the names, addresses, and operations of other solid but exclusive hedge funds.

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Where are you located?

I am located in New York City, serving clients in the city and surrounding areas. A Harlem neighbor living in 129st, you can book personal appointments, in one of my desks, and main center of operations at:

2356 University Avenue 2nd Fl, New York City, NY, 10468

As an office, we also offer other valuable products at this address, useful to preserve health, stability and well-being of families, which you can consult about during the visit.

My business started with services provided in New York City since 2019, related with sales, consulting, and customer service roles. If you are curious about discovering new products, along our years of experience in those services, we developed an interesting catalog, of useful, innovative, and important products.

Out of simply recommending and providing access to great investments, "selling money", as the legendary sales executive Ben Feldman liked to say.

As a seasoned salesperson I always envisioned the win-win scenario of finding the best, most practical, most profitable products for my clients, and help them buy and hold them.

These happened to be so good, that I buy most of the stock for my own portfolio, if I can. That's how all started.

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What guarantees do you provide?

I guarantee satisfaction with my services. All of my educational documents, and products include a 365-day money-back guarantee, in case I don't bring you something new, to your projects or portfolio.

My services for you, is to research new ideas, and bring you higher returns with lower to none risks. Sometimes, I recommend or send material that's very popular or recommended, so it's normal that the client may already heard about that idea, investment strategy or financial product.

If that's the case, quick refunds are processed, and I do not charge you for services that didn't bring you something new and valuable. In simple words, you have a satisfaction guarantee, that you will receive high value, when you invest in our products, research services and competitive investment ideas.

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What are your numbers and annual returns?

Without fees, and without the multiplier of the leverage accepted by each client, our base results in year 2023-2024, were above 56% in capital gains, plus additional gains with dividend income.

Clients who feel comfortable leveraging our ideas, closed that year with triple digit year by year returns. Even after fees and paying single digit interest rates for leveraging.

Our fees are flexible and depends on the size of the client. But usually, we would feel comfortable working with a 2-24 structure, or similar, with a 2% base management fee, plus a 10%-24% performance fee, if my strategies and unique approach to the public markets continue providing above average returns.

This 10% fee, applies only on the range of returns above the first 30% annual return on capital (waterfall structure).

The first 8% of the annual capital gains and dividends, can be 100% guaranteed for the client/account upside and payout. Ensuring we consistently beat the S&P500, with an above average yield.

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What are your work hours?

I am available to assist you on Fridays and Sundays from 08:45 AM to 04:30 PM. Now I'm also available Monday to Friday, from 4:15PM to 5PM (EST), after the NYC stock markets close. Premium clients have access to my main phone line 7 days a week, as is my duty to be in touch, and having clear communication, to provide a quality service.

Also, if you wish to subscribe to a premium package, we can keep you up to date, 5 days a week, about if any of the most interesting stocks, in our undervalued, or high-value, watchlists, reaches interesting discounts, which may make some clients want to invest with an additional deposit, adding a wider diversification to their portfolio with Kahn Capital.

Thanks to these additional stock investment ideas. With a high discount relative to their intrinsic value.

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How quickly can you provide your services?

I provide my services on the same day. If I'm out due to holidays, or any other reason for delays, I usually answer or callback within one week.

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Are you a US registered Hedge Fund?

Our returns are high, or even higher than many well-known Hedge Funds. And our strategies are similar sometimes.

However, the way we operate is through partnerships, with Limited Partners, and Kahn Capital working as the General Partner.

With this measure and legal structure, we reduce fees and maximize returns, avoiding to sacrifice long-term growth.

We try to avoid having the regulations involved with being a legally registered Hedge Fund, because those reduce our final return, increasing compliance costs, while bringing no significant benefit for clients.

This is a main "why we are a better choice" than some well-known Hedge Funds or other high-return Family Offices. Hedge Funds' operations and compliance costs are too high, and often they don't get enough good investment ideas to fully cover that fact.

We firmly believe that our investors' money can grow much more if we allocate any additional savings, on bold investment ideas. Chasing higher alpha. Than instead invest that portion on putting Kahn Capital in a position where we will require lawyers, advisors, additional employees and high compliance costs.

Nevertheless, other groups of investors may come out with good ideas, due to the numerous employees, compliance lawyers and "analysts" they hire, but such approach is too costly for investors and the margin of safety, is much lower than the higher rates we offer at Kahn Capital.

We work with them when we can, listening to their best ideas, if open to talk about them, but we are in business because Kahn Capital's ideas happen to be smarter and profitable.

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Can you give us some additional information and history?

Kahn Capital started as a Family Office in 2022. With time it grew at outstanding return rates, launched multiple products and expanded operations to assist, include and advice international investors out of our personal social networks. That's all in few words.

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About Me

I am a passionate finance student and sales executive based in New York City, dedicated to helping individuals, companies, small businesses, pension funds and families, navigate the complex world of finance and stock investments. At Kahn Capital LLC, as a family-owned business, I prioritize customer satisfaction, personalized service, and offer a same day service to ensure timely assistance. With a commitment to providing sound financial advice and strategies, I guarantee your satisfaction. Trust me to guide you towards useful books, study material, research platforms, financial advice consultations, and wise investment decisions that align with your goals and aspirations. Let's embark on a journey towards financial success together.

Call Us: (646) 583-6129

Recognized excellence in investment advisory

Recognized excellence in personalized investment advice and financial planning solutions.

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