Venture Capital
    SEC Registered
    Manages Private Funds

    Kaufman Hall Investment Management

    Registered investment advisor · Brentwood, Tennessee · CRD #328876

    Assets Under Management
    $2.8B
    Client Accounts
    59
    Employees
    9
    CRD Number
    328876
    Registration
    SEC Registered
    Custodian
    U.s. Bancorp Investments, Inc., Bny Mellon Securities Corporation, Salem Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Kaufman Hall Investment Management

    Kaufman Hall Investment Management (KHIM) specializes in customized investment solutions for clients, focusing on their specific goals and constraints. Established over 35 years ago, KHIM primarily serves state and local municipal entities, nonprofit hospitals, and other institutional clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Kaufman Hall Investment Management's AUM?

    Kaufman Hall Investment Management reports approximately $2.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Kaufman Hall Investment Management headquartered?

    Kaufman Hall Investment Management is headquartered in Brentwood, Tennessee.

    What is Kaufman Hall Investment Management's CRD number?

    Kaufman Hall Investment Management's CRD number is 328876. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Kaufman Hall Investment Management manage?

    Kaufman Hall Investment Management manages approximately 59 client accounts according to its latest SEC filing.

    Is Kaufman Hall Investment Management SEC registered?

    Yes, Kaufman Hall Investment Management is registered with the SEC as an investment adviser with an approved registration status.

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