Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research.
We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. As an independently managed advisor, we are beholden to our clients alone for whom we manage and advise on more than $11.4 billion in assets (as of 3/31/24).
Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients.
Regulatory Documents:
https://www.kovitz.com/regulatory-documents
0
Total investors
0
Early stage
0
Mid stage
0
Late stage
2003
Founded
Investors
0 investors
All
Early stage
Mid stage
Late stage
No investors in this category
Frequently asked questions
When was Kovitz founded?
Kovitz was founded in 2003.
What industry is Kovitz in?
Kovitz operates in Investment Management. Find similar Investment Management investors on gritt.io.
Where is Kovitz based?
Kovitz is headquartered in Chicago, United States.
Find investors for your startup like Kovitz
Gritt sends AI-personalised outreach to each investor — from your Gmail
