KINGFISH CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2020
Total AUM
$232M
Discretionary
$232M
100% of AUM
Avg account
$25.8M
Accounts
9
Employees
36
Advisory reps
3

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
283489
Registered since
May 14, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kingfish Capital Partners LLC is a privately held limited liability company that operates as a private equity fund manager and sponsor of pooled investment vehicles. The firm registered with the SEC in 2020 and is owned by an individual. Its client base is institutional and its advisory activity centers on portfolio management for pooled vehicles, where it serves as sponsor, general partner and managing member. Compensation mixes a percentage-of-AUM fee with performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Melissa McBeam

    Chief Compliance Officer / Chief Financial OfficerCRD 7832451

Contacts

2 of 2
  • Jonathan Goldenstein

    FounderCRD 7012679

  • CHRISTIAN DUBIEL

    FounderCRD 6249807

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SOUTHLAKE, TX

TARRANT

Location

SOUTHLAKE, TX

Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
950 E State Highway 114
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth