Key facts
as of Sep 2026- 1 institutional filer reports fund marks on KB Financial Partners across 12 filings.
- Status: Acquired/Merged (Operating Subsidiary).
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Recorded secondary trades
No secondary trades in KB Financial Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
1 filers · latest Apr 20261 SEC-registered fund reported 12 fair-value marks on KB Financial Partners between Apr 2025 and Apr 2026. Filer-level marks and implied $/share are available to Pro members.
Funding rounds
No funding rounds for KB Financial Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About KB Financial Partners
Operator of a corporate finance advisory firm intended to serve a wide client base across the United States. The company offers tax and estate planning, insurance services, wealth management, business succession planning as well as corporate advisory services.
- Sector
- Business Products and Services (B2B)
- HQ
- Princeton, NJ, United States
- Employees
- 28
- Website
- kbfinancialcompanies.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)