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KERSHNER, GROSSO & CO.
Legal name: KENNERMAN ASSOCIATE INC
CRD 105696File 801-25724
APPROVED
Retail clients
Custody
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$825.5M
Above cohort median (national)
Discretionary AUM
$825.1M
Non-discretionary $351K
Clients
562
1,418 accounts
Employees
6
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 24, 1986
- Principal office
- 480 BROADWAY, STE 310, SARATOGA SPRING, NY, 12866-2285
- Phone
- 518-584-2600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $825.5M
- Discretionary AUM
- $825.1M
- Non-discretionary AUM
- $351K
- Discretionary accounts
- 1,417
- Non-discretionary accounts
- 1
- Total accounts
- 1,418
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $20.6M |
| High net worth individuals | 100 | $453.5M |
| Pension and profit sharing plans | 17 | $22.5M |
| Individuals (other than high net worth individuals) | 425 | $302.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 570 | 562 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.