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KIMELMAN & BAIRD, LLC
CRD 2440File 801-9182
APPROVED
Retail clients
Disclosure events
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.48B
Above cohort median (national)
Discretionary AUM
$1.48B
Clients
249
490 accounts
Employees
9
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 2, 1973
- Principal office
- 800 THIRD AVENUE, SUITE 2300, NEW YORK, NY, 10022
- Phone
- 212-686-0021
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.48B
- Discretionary AUM
- $1.48B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 490
- Non-discretionary accounts
- 0
- Total accounts
- 490
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $92.5M |
| High net worth individuals | 113 | $1.33B |
| Pension and profit sharing plans | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 129 | $50.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.