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KIRKOSWALD ASSET MANAGEMENT LLC
CRD 298735File 801-114632
APPROVED
Custody
Filing as of May 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$27.16B
Top 10% of cohort (national)
Discretionary AUM
$27.11B
Non-discretionary $47.6M
Clients
33
33 accounts
Employees
42
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 12, 2019
- Principal office
- 520 MADISON AVENUE, FLOOR 25, NEW YORK, NY, 10022
- Phone
- 1-332-207-4650
- Website
- http://kirkoswald.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $27.16B
- Discretionary AUM
- $27.11B
- Non-discretionary AUM
- $47.6M
- Discretionary accounts
- 32
- Non-discretionary accounts
- 1
- Total accounts
- 33
- AUM per client
- $823.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 33 | $27.16B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REIMBURSEMENT OF EXPENSES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 41 | 42 | increased by1 |
| Apr 1, 2026 | Clients | 18 | 33 | increased by15 |
| Apr 1, 2026 | AUM | $16,087,405,664 | $27,160,891,498 | increased by$11,073,485,834 |
| Apr 1, 2026 | Accounts | 18 | 33 | increased by15 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 30 | 41 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 30 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 18 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,577,741,425 | $16,087,405,664 | increased by$8,509,664,239 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 18 | increased by13 |
| Sep 1, 2022 | Clients | 6 | 5 | decreased by1 |
| Sep 1, 2022 | Accounts | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Employees | 12 | 17 | increased by5 |
| Apr 1, 2022 | Clients | 5 | 6 | increased by1 |
| Apr 1, 2022 | AUM | $4,375,799,221 | $7,577,741,425 | increased by$3,201,942,204 |
| Apr 1, 2022 | Accounts | 5 | 6 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KIRKOSWALD ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KIRKOSWALD ASSET” 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.