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KIMELMAN & BAIRD, LLC
CRD 2440File 801-9182
APPROVED
Retail clients
Disclosure events
Filing as of Apr 1, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2026 | Clients | 260 | 249 | decreased by11 |
| Apr 1, 2026 | AUM | $1,430,751,000 | $1,478,705,000 | increased by$47,954,000 |
| Apr 1, 2026 | Accounts | 517 | 490 | decreased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 262 | 260 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,540,187,000 | $1,430,751,000 | decreased by$109,436,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 527 | 517 | decreased by10 |
| Feb 1, 2022 | Clients | 230 | 262 | increased by32 |
| Feb 1, 2022 | AUM | $1,147,100,000 | $1,540,187,000 | increased by$393,087,000 |
| Feb 1, 2022 | Accounts | 451 | 527 | increased by76 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KIMELMAN BAIRD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KIMELMAN BAIRD” may also match similarly-named firms). Confirm identity against each filing.
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.