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G Stephen Kennedy

Albourne America LLC

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About G Stephen Kennedy

G Stephen Kennedy is a registered Investment Advisor Representative with Albourne America LLC. G Stephen Kennedy has been in the industry since 1998. G Stephen Kennedy has a Series 7 and a Series 65 license. G Stephen Kennedy was previously registered with HARRIS INVESTOR SERVICES, INC., HARRISDIRECT LLC, MYCFO SECURITIES, LLC, and BANC OF AMERICA SECURITIES LLC. G Stephen Kennedy specializes in research and non-discretionary investment advice on hedge funds, private markets funds (PE, PC, RA, RE), dynamic beta products, pension consulting, and educational seminars. G Stephen Kennedy also specializes in the selection of other advisors. G Stephen Kennedy's current firm Albourne America LLC, primarily serves universities, insurance companies, charitable organizations, other investment advisors, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

Firm Information

G Kennedy is currently registered with Albourne America LLC. Albourne America LLC is an investment advisor based in San Francisco, California. The firm specializes in providing non-discretionary investment advice on hedge funds, private markets funds, and dynamic beta products. Albourne America serves a wide range of clients including universities, insurance companies, charitable organizations, other investment advisors, pension and profit-sharing plans, corporations, and state or municipal government entities.
Albourne America LLC

425 CALIFORNIA STREET

SAN FRANCISCO, CA 94104

Not reported

Assets Under Management

202

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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research and non-discretionary investment advice on hedge funds, private markets funds (pe, pc, ra, re), dynamic beta products

Research and non-discretionary investment advice on hedge funds, private markets funds (pe, pc, ra, re), dynamic beta products

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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G Kennedy’s Registration & Firm History

CA

01/01/2025 - Present

Albourne America LLC (SAN FRANCISCO CA)

IL

12/16/2005 - 04/28/2006

HARRIS INVESTOR SERVICES, INC. (CHICAGO IL)

NJ

11/01/2002 - 12/31/2005

HARRISDIRECT LLC (JERSEY CITY NJ)

CA

08/27/2001 - 10/15/2002

MYCFO SECURITIES, LLC (SAN FRANCISCO CA)

NY

05/29/1998 - 10/31/2000

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/19/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for G Stephen Kennedy.
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