Klahanie Investment LLC

The firm is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management to high‑net‑worth clients through separately managed accounts and serves as the general partner and investment manager of a privately offered limited partnership for accredited and qualified investors. Its advisory services include investment selection, portfolio construction, research and trade execution for both the pooled vehicle and individual client accounts.

The firm uses a combination of technical (charting), fundamental and macroeconomic analysis to construct concentrated, equity‑oriented portfolios and may employ long/short positions, options and ETFs to implement hedging and income strategies. SMA mandates are tailored to each client’s objectives and risk tolerance, with active trading, position‑level risk controls and regular account reviews and reporting.

Notably, the adviser both sponsors and manages a private pooled investment vehicle and acts as a private fund adviser while also running separately managed accounts, and it accepts performance‑based compensation arrangements across client types — arrangements that are uncommon for firms of this size. The firm also applies private‑fund features such as lock‑up and withdrawal procedures for the partnership and a high‑water‑mark method for performance allocations (calculated after fees), and it maintains a small, primarily high‑net‑worth client base rather than serving mass‑market individual investors.