KINGFISHER INVESTORS LLC

RIASEC Registered
Total AUM
$29.8M
Discretionary
$29.8M
100% of AUM
Avg account
$6M
Accounts
5
Employees
2
Advisory reps
1

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
114374
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kingfisher Investors LLC is an LLC-structured investment manager that operates across hedge fund and private equity strategies while describing itself as a multifaceted fund manager. The firm serves institutional clients and charges a blend of asset-based fees and performance-linked compensation. Its advisory scope covers portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or corporate portfolios. Kingfisher is not identified as an active ESG investor, is not multi-state registered, and is not listed as a capital allocator — its activity centers on managing its own funds and client mandates rather than primarily allocating to third-party managers.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • SUNIL MAHTANI

    OwnerCRD 5064383

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
256 Post Rd E
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth