KBIT MANAGEMENT LTD.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $306.1M |
| Discretionary | $306.1M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $102.0M |
| Employees | 15 |
| Peak AUM | $306.1MJul 2025 |
| AUM CAGR | 0.0% /yrover 1 yrs · 8 filings |
AUM by Client Type
Total AUM
$306M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $306M | — | — | — | |
| Discretionary AUM | $306M | — | |||
Key Metrics
| Total AUM | $306.1M |
| Discretionary | $306.1M |
| Employees | 15 |
| Client Accounts | 3 |
Contact & Location
Phone
775-902-2099
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$306M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported