Unclaimed Profile

William John Kneisel

MAKENA CAPITAL MANAGEMENT, LLC·MENLO PARK, California

Clean recordMAKENA CAPITAL MANAGEMENT, LLC

2755 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 842191Firm CRD# 156855

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William John Kneisel · MENLO PARK, CA

Registration

CRD #842191 · MAKENA CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William John Kneisel is a registered financial advisor based in MENLO PARK, California, affiliated with MAKENA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MAKENA CAPITAL MANAGEMENT, LLC

AUM

$23.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MAKENA CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 842191

Firm CRD# 156855

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William John Kneisel offer?

William John Kneisel specializes in Retirement Planning, Wealth Management. Contact their office in MENLO PARK, California for a consultation.

What are William John Kneisel's credentials?

William John Kneisel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William John Kneisel located?

William John Kneisel is based in MENLO PARK, California, working with MAKENA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does William John Kneisel charge for services?

William John Kneisel's firm is compensated through percentage of aum, performance-based fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAKENA CAPITAL MANAGEMENT, LLC?

MAKENA CAPITAL MANAGEMENT, LLC has approximately 85 employees and manages $23.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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