KOHLHEPP INVESTMENT ADVISORS, LTD.
SEC file number 801-60581
· DOYLESTOWN, PA
https://kohlheppadvisors.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$173.2M
Discretionary AUM
$168.4M
Employees
6
Clients
4
Firm
- Address
- 3655 ROUTE 202
DOYLESTOWN, PA 18902 - Phone
- —
- Website
- https://kohlheppadvisors.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
-
Advisers Investment Trust · D/A · Feb 6, 2026
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Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
-
Advisers Investment Trust · D/A · Feb 6, 2025