Andrew Anthony Grezaffi

Employer firm

Kg Capital Management, LLC CRD 164500

$200M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  Kg Capital Management, Llc
  Saint Francisville, LA
• 08/2012 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Previous Registrations

• 2008-04-11 → 2012-08-15
  Brokersxpress Llc
  New Roads, LA
  Baton Rouge, LA
  Chicago, IL

Other Businesses

1) PURSHE KAPLAN STERLING INVESTMENTS, INC.; INVESTMENT RELATED; REGISTERED REPRESENTATIVE, LICENSED INSURANCE AGENT; AT REGISTERED BRANCH OFFICE LOCATION; FIXED AND VARIABLE INSURANCE SALES; START DATE: 11/2004; 16 HOURS PER MONTH, OR 10% OF THE TIME, DURING TRADING HOURS. 2) MARYDALE CATTLE COMPANY, LLC; NOT INVESTMENT RELATED; CATTLE RANCH; PARTNER; 40 HOURS PER MONTH; MAINTAIN 180 HEAD OF CATTLE. 3) THREE RIVERS CONSULTING GROUP, LLC; NOT INVESTMENT RELATED; Physical Address - 4782 Prosperity St. Saint Francisville, LA 70775 ; Mailing Address - PO Box 1220 Saint Francisville, LA 70775; COMPANY REAL ESTATE TRANSACTIONS, MINERAL LEASE CONSULTING; MEMBER; 2016-11-16; 5 HOURS PER MONTH DURING TRADING HOURS; 5 HOURS OUTSIDE TRADING HOURS; BUY AND MAINTAIN REAL ESTATE FOR THE COMPANY AND WILL ADVISE LAND OWNERS REGARDING MINERAL LEASING ACTIVITIES. 4) PROSPERITY STREET INVESTMENT COMPANY; NOT INVESTMENT RELATED; Physical Address - 4782 Prosperity St. Saint Francisville, LA 70775; Mailing Address - PO Box 1220 Saint Francisville, LA 70775; Buying and maintaining real estate; Member; 2025-06; 1 HOUR PER MONTH DURING TRADING HOURS. 5) CEDARS MANAGEMENT COMPANY LLC; INVESTMENT RELATED; PO Box 2319 St Francisville CA 70775; REAL ESTATE INVESTMENT VEHICLE; MEMBER; Start date 9/1/2024; UTILIZED FOR FAMILY LEGACY PLANNING, ENGAGED IN ACQUIRING LAND FOR FAMILY MEMBERS; 5 HOURS PER MONTH DURING TRADING HOURS. 6) TAYLOR PLANTATION PROPERTIES LLC; NOT INVESTMENT RELATED; 9752 CEDARS LANE, SAINT FRANCISVILLE, LA 70775; ENTITY HOLDS FAMILY PROPERTY, LAND AND RENTAL PROPERTY; MEMBER; START DATE 07/05/2011; 1 HOUR PER MONTH DURING TRADING HOURS; PROPERTY, LAND AND RENTAL OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-16
• S63 Uniform Securities Agent State Law Examination
  2004-07-06

Other Names

• Andrew Anthony Grezaffi