KINGBIRD INVESTMENT MANAGEMENT
Firm details
- Headquarters
- NEWTOWN, Pennsylvania
- CRD number
- 308069
- Registered since
- October 28, 2020
- Website
- kingbird.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Antonio Luis Ferre Rangel
Chairman and Chief Executive OfficerCRD 7303252
Luis Raul Sola
Chief Operating Officer & Chief Financial OfficerCRD 7303249
Contacts
1 of 1Mark Pasierb
PresidentCRD 7893398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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