# KB FINANCIAL PARTNERS, LLC

KB FINANCIAL PARTNERS, LLC of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 119166
- Type: SEC-registered investment adviser
- SEC file number: 801-78199
- Location: 300 CARNEGIE CENTER #240, PRINCETON, NJ, 08540
- Phone: 609-924-7250
- Latest filing: 2023-08-10
- Regulatory AUM: $1.3B
- Discretionary AUM: $991.1M
- Non-discretionary AUM: $310.5M
- Clients: 17
- Accounts: 1,175

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| TURI STEVEN JOSEPH | CHIEF INVESTMENT OFFICER | — |
| KAPLAN EDWARD DAVID | MANAGING MEMBER; PRESIDENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| MELNICK ANDREW JOSEPH | CHIEF INVESTMENT STRATEGIST | — |
| MOSHOLT ERIK | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| DAMORA WILLIAM HENRY | PRINCIPAL | — |
| MOSHOLT ERIK NMN | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| THIELMANN ELIZABETH ANN | OWNER | — |
| MASSAD REGINA LAW | OWNER | — |
| Rozzi Matthew James | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119166/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119166/similar
- Related entities: https://search.stillhousedata.com/firm/119166/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119166

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.