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M. Kulyk & Associates, LLC

● SEC registered since 2017CRD 290887SEC# 801-112089
Export (members)
Ranks #3,164 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$682.7M
Fund GAV
$3.7M
Private funds
1
Employees
18
Accounts
1,948
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 $682.7 million in regulatory assets under management and employs 18 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 3,164 of 5,911 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 $682.7 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 18 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

Assets under management

Discretionary$680.4M
Non-discretionary$2.3M
Total (RAUM)$682.7M

Service providers