Key facts
- KLS Professional Advisors Group’s last known valuation is $157.9M.
- Notable investors include Boston Private Financial Holdings.
- Status: Acquired/Merged.
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for KLS Professional Advisors Group
- ·The full record, as it builds
Funding rounds
No funding rounds for KLS Professional Advisors Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About KLS Professional Advisors Group
Provider of wealth management and investment advisory services intended to provide the best advice for any particular situation. The company's advisors possess multidisciplinary expertise of all affairs and formulate long term strategies after discussing the client's financial position, enabling them to achieve their long term and short term goals.
- Sector
- Business Products and Services (B2B)
- HQ
- New York, NY, United States
- Employees
- 31
- Website
- klsadvisors.com/
- Ownership
- Acquired/Merged
KLS Professional Advisors Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in KLS Professional Advisors Group 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
No SEC-registered fund has reported a fair-value mark on KLS Professional Advisors Group in its N-PORT filings yet. We sweep new filings monthly.