Knights of Columbus Asset Advisors

  • Investment Bank/Securities Brokerage
  • New Haven CT
  • 151 employees
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Company Overview

Headquarters
1 Columbus Plaza, New Haven CT
Website
kofcassetadvisors.org
Employees
151
Founded in
2015
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 6211 Companies
SIC Code 62 Companies
SIC Code 621 Companies
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Financials & Stats

Revenue

$8B

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Who is Knights of Columbus Asset Advisors

Knights of Columbus Asset Advisors LLC (KoCAA) is a limited liability company based in New Haven, Connecticut. As an SEC-registered investment advisor, KoCAA employs 151 people and generates approximately $8.2 million in annual revenue. KoCAA offers investment products designed to provide strong returns while adhering to Catholic principles. These products are aimed at Catholic investors who wish to make a positive impact within their communities. KoCAA emphasizes transparency and provides detailed disclosure documents, including Form ADV, through the SEC’s Investment Adviser Public Disclosure website. The company also clarifies that its LinkedIn posts represent opinions and are not intended as investment advice. For more information about KoCAA's services and investment offerings, please visit their website at kofcassetadvisors.org.

Knights of Columbus Asset Advisors Industry Tags

Investment Management
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Knights of Columbus Asset Advisors Tech Stack

Microsoft Outlook
Microsoft Exchange Online
NSONE (view technologies)
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FAQ

What is the location of Knights of Columbus Asset Advisors's headquarters?
The headquarters of Knights of Columbus Asset Advisors are situated at 1 Columbus Plaza, New Haven CT
What is Knights of Columbus Asset Advisors's official website?
The official website of Knights of Columbus Asset Advisors can be found at kofcassetadvisors.org.
What is Knights of Columbus Asset Advisors's current revenue?
As of June 2023, Knights of Columbus Asset Advisors's annual revenue reached $8B.
How many employees does Knights of Columbus Asset Advisors currently have?
Knights of Columbus Asset Advisors employs approximately 151+ people as of June 2023
What are Knights of Columbus Asset Advisors's industry tags?
Knights of Columbus Asset Advisors's industry tags include: Investment Management
When was Knights of Columbus Asset Advisors founded?
Knights of Columbus Asset Advisors was founded in 2015.

Employee Directory

Key Employees

Jack Walsh

Investment Adviser Representative

Phone Email

James Gaul

Vice President & Portfolio Manager

Phone Email

Cara Peccerillo

Equity Trader/Trader I

Phone Email