KBK CAPITAL MANAGEMENT LLC
NEW YORK, NY

KBK CAPITAL MANAGEMENT LLC, New York

Prior to co-founding KBK Capital Management in 2016, Bhavana Khanna, PhD was the lead Portfolio Manager for Blue Shores’ India Opportunity Fund. She focused on macro, fundamental and technical research on Indian markets. Bhavana is dedicated to fostering the vast bilateral investment opportunities between India and the USA. Prior to joining Blue Shores, Bhavana led the development of the CEDI Capital Markets India Private Capital and Foreign Direct Investment practice. Before CEDI Capital Markets, Bhavana founded Udvesta Consulting LLC, a hedge fund marketing firm based in New York City catering to Indian high net worth investors. Through Udvesta, Bhavana developed an extensive understanding of the unique challenges and opportunities faced by hedge funds and the Indian markets. Previously, Bhavana was a Director for the Maxim Group, heading up the firm’s Government Sponsored Enterprise initiative. Bhavana began her career with Merrill Lynch, first on the Foreign Exchange desk and then in the Debt Division where she marketed, structured and traded callable bonds and structured notes. She was instrumental in building out the business for middle market institutional investors. Bhavana earned a BS from St. Stephen’s College Delhi, a Masters from the University of Oxford and a PhD from Cornell University. Bhavana was awarded the Rajpal Memorial Award for the woman who contributed to the total life of St. Stephens College Delhi, a Radhakrishnan (Rhodes/Marshall) Scholarship for studies at the University of Oxford and the John H. McMullen Fellowship at Cornell University. Kevin co-founded KBK Capital Management in 2016. He has over fifteen years of investment management experience and more than nine years of executive management experience. Prior to KBK Capital Management, Kevin served as Blue Shores Capital’s Chief Investment Officer since 2008. He was responsible for developing and managing Blue Shores’ proprietary money management services and oversaw the firm’s investment process. Kevin provided leadership to the firm’s five investment professionals. Under his leadership, Blue Shores managed several alternative investment strategies and developed a reputation for strong risk-management skills alongside competitive performance. Prior to Blue Shores, Kevin joined Independent Portfolio Consultants, Inc. in 2002 and created and managed IPC’s unified managed account (UMA) platform. Kevin has presented global investment strategy to investment professionals across the United States, as well as, to numerous banks and family offices throughout the Middle East and China. He has a B.A. in Economics and Political Science from Amherst College. Additionally, he is a Chartered Financial Analyst® charterholder (CFA) and a Chartered Market Technician (CMT). KBK Capital Management LLC (“KBK”) is a boutique private fund management firm founded in 2016 by Bhavana Khanna, PhD. and Kevin Bush, CFA, CMT. Our principals have 30 years of combined investment management and Wall Street experience.

KEY FACTS ABOUT KBK CAPITAL MANAGEMENT LLC

Company name
KBK CAPITAL MANAGEMENT LLC
Status
Active
Filed Number
L16000213183
FEI Number
81-4472366
Date of Incorporation
November 21, 2016
Age - 8 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://kbkcapitalmanagement.com

KBK CAPITAL MANAGEMENT LLC NEAR ME

Principal Address
300 Rector Place,
Apt. 3G,
New York,
NY,
10280,
US

See Also

Officers and Directors

The KBK CAPITAL MANAGEMENT LLC managed by the one person from New York on following positions: Mana

Bhavana Khanna

Position
Mana Active
From
New York, NY, 10280





Registered Agent is Bhavana Khanna

From
New York, 10280

Annual Reports

2024
January 17, 2024
2023
March 24, 2023