← Directory
KITCHING PARTNERS, LLC
CRD 325042File 801-127433
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$645.9M
Above cohort median (national)
Discretionary AUM
$418.9M
Non-discretionary $227.0M
Clients
119
194 accounts
Employees
19
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 7, 2023
- Principal office
- 555 E NORTH LANE, SUITE 5045, CONSHOHOCKEN, PA, 19428
- Phone
- 267-209-0830
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $645.9M
- Discretionary AUM
- $418.9M
- Non-discretionary AUM
- $227.0M
- Discretionary accounts
- 121
- Non-discretionary accounts
- 73
- Total accounts
- 194
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 110 | $643.8M |
| Individuals (other than high net worth individuals) | 9 | $2.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 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.