KOENIG INVESTMENT ADVISORY, LLC
SEC file number 801-66433
· MEDFORD, OR
https://koenig-solutions.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
$77.5M
Discretionary AUM
$77.5M
Employees
—
Clients
200
Firm
- Address
- 1020 E JACKSON ST
MEDFORD, OR 97504 - Phone
- —
- Website
- https://koenig-solutions.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)
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- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- Advaya Investment Partners Fund LP Medium name-match confidence · CIK 2044921 · E9
- Advaya Investment Partners Fund Ltd Medium name-match confidence · CIK 2044816 · E9
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Advaya Investment Partners Fund Ltd · D/A · Jun 8, 2026
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Advaya Investment Partners Fund LP · D/A · Jun 8, 2026
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Advisers Investment Trust · D/A · Feb 6, 2026
-
Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
-
Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
-
Advisers Investment Trust · D/A · Feb 6, 2025