Knuff & Company LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$385,041,356
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
28
100% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
LowAverage account size
$13,751,477
About
Knuff & Company serves high‑net‑worth individuals, families, charities, endowments and benefit plans, providing wealth planning and discretionary portfolio management through Unified Managed Accounts as well as financial reporting and coordination with clients’ other advisors. The firm also acts as investment manager and general partner to a pooled private fund, offering discretionary management for that vehicle in addition to its UMA services.
The firm follows a goals‑driven, value‑ and event‑oriented approach that emphasizes long‑term holdings, concentrated diversification (typically a limited number of individual securities), and behavioral‑finance insights; research is produced internally and technology is used to support investment research, tax‑aware trading, and client reporting. For UMA accounts the firm may employ listed equity options to generate income, hedge positions, or adjust entry points, and typically uses limit orders and block trade allocations when feasible.
Compared with many peers of similar scale, Knuff & Company’s combination of managing a private pooled vehicle alongside separately managed UMA relationships is uncommon and includes the use of performance‑based compensation for the pooled fund, which the firm addresses through disclosure and trade‑allocation policies. The firm’s small, concentrated client base and operational model — combining concentrated public‑market portfolios, private‑fund management, and occasional options strategies in separately managed accounts — is a distinguishing feature relative to many supported advisers.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Options & derivatives strategies
Wealth management
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Established Professionals
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
10% incentive allocation on net appreciation of Fund's NAV above certain performance thresholds.
Account minimum: $2,000,000 Fee-only: Asset-based management fees charged to UMA Clients; no commissions or brokerage fees charged by Knuff & Company.
Main office location
Knuff & Company LLC
950 Tower Lane, Suite 1525
Foster City CA 94404, United States
Number of offices
1
Most active in
Knuff & Company LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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