PS
Patrick R. Stadelhofer
KAHN BROTHERS ADVISORS LLC
New York, NY 10022
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CRD#: 5302079
PS
Professional summary
Patrick Robert Stadelhofer is a registered financial advisor currently at KAHN BROTHERS ADVISORS LLC located in New York, New York and KAHN BROTHERS LLC located in New York, New York.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Patrick has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 79 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.)Name of the other business: Kahn Brothers Advisors LLC; Investment Related: yes ; Address of the other business: 555 Madison Ave, Suite 1303; Nature of the other business: Registered Investment Adviser; Position/title: Manager and Analyst; Start Date: 2/2023; Approximate number of hours/month you devote to the other business; 40hrs. per month; the number of hours you devote to the other business during securities trading hours; 20 hrs/month. Brief description of duties relating to other business: Manager and Analyst. 2.)Name of the other business: KB Group Asset Management LLC; Investment Related: yes ; Address of the other business: 555 Madison Ave, Suite 1303; Nature of the other business: Investment Company with no clients; Position/title: Manager and Analyst; Start Date: 2/2023; Approximate number of hours/month you devote to the other business; 3hrs. per month; the number of hours you devote to the other business during securities trading hours; 0.5 hrs/month. Brief description of duties relating to other business: Manager and Analyst. 3.)Name of the other business: Kahn Brothers Asset Management Corp; Investment Related: yes ; Address of the other business: 555 Madison Ave, Suite 1303; Nature of the other business: Registered Investment Adviser to private partnership; Position/title: Manager and Analyst; Start Date: 2/2023; Approximate number of hours/month you devote to the other business; 5 hrs. per month; the number of hours you devote to the other business during securities trading hours; 3 hrs/month. Brief description of duties relating to other business: Manager and Analyst. 4.)Name of the other business: KB & Partners Management Co LLC; Investment Related: yes ; Address of the other business: 555 Madison Ave, Suite 1303; Nature of the other business: Registered Investment Adviser to private partnership; Position/title: Manager and Analyst; Start Date: 2/2023; Approximate number of hours/month you devote to the other business; 5 hrs. per month; the number of hours you devote to the other business during securities trading hours; 3 hrs./month. Brief description of duties relating to other business: Manager and Analyst
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Robert Stadelhofer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 13, 2023 - Present
KAHN BROTHERS ADVISORS LLC
Office #1: 555 Madison Ave Suite 1303, New York, NY 10022RIA
CRD#: 144368
New York, NY
Current
August 2, 2023 - Present
KAHN BROTHERS LLC
Office #1: 555 Madison Avenue Suite 1303, New York, NY 10022-3301BD
CRD#: 7720
New York, NY
Past
February 3, 2012 - July 13, 2012
LAZARD MIDDLE MARKET LLC
BD
CRD#: 146092
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KB
KAHN BROTHERS ADVISORS LLC
KAHN BROTHERS ADVISORS LLC
CRD#: 144368 / SEC#: 801-14146
RIA
Registered Investment Advisory firm - (10/17/1978 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/6/2024)
RR
Nevada(9/6/2024)
RR
New York(9/13/2023)
IAR
New York(9/13/2023)
RR
Washington(7/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
KB
KAHN BROTHERS ADVISORS LLC
KAHN BROTHERS ADVISORS LLC
CRD#: 144368 / SEC#: 801-14146
RIA
Registered Investment Advisory firm - (10/17/1978 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
555 Madison Ave Suite 1303, New York, NY 10022
Mailing Address
Phone number
(212) 980-5050
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 376 |
| AUM (Assets Under Management) | $ 433,967,024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
