KINGBIRD INVESTMENT MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWTOWN, Pennsylvania
CRD number
308069
Registered since
October 28, 2020

Firm profile

FINTRX

Overview

Kingbird Investment Management is a limited liability company and an SEC-registered adviser since 2020 that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s regulatory profile and activity indicate it does not pursue traditional retail advisory relationships; instead, capital is deployed through private, pooled structures where Kingbird serves as sponsor, GP and managing member. The firm is not identified as an active ESG investor and is classified as an unclassified adviser under its filing. Kingbird’s operating model centers on structuring and managing closed-end fund vehicles rather than providing one-off advisory accounts. That setup places emphasis on fund-level governance, investor onboarding and sponsor-driven asset management rather than fee-for-service financial planning or discretionary retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Antonio Luis Ferre Rangel

    Chairman and Chief Executive OfficerCRD 7303252

  • Luis Raul Sola

    Chief Operating Officer & Chief Financial OfficerCRD 7303249

Contacts

1 of 1
  • Mark Pasierb

    PresidentCRD 7893398

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWTOWN, PA

BUCKS

Location

NEWTOWN, PA

Headquartered in NEWTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BUCKS
Address
41 University Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth