| 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 |
Kaufman Hall Investment Management, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
Kaufman Hall Investment Management, LLC reports 9 employees.
Kaufman Hall Investment Management, LLC is based in Brentwood, TN and has been SEC-registered since 2023.
Kaufman Hall Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $2.31B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.31B |