KINGSBARN CAPITAL MANAGEMENT
Firm details
- Headquarters
- LAS VEGAS, Nevada
- CRD number
- 316562
- Registered since
- October 19, 2021
- Website
- www.kingsbarncapital.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Kingsbarn Capital Management is a small, institutionally focused advisory firm registered with the SEC in 2021 and organized as a limited liability company. Its stated advisory activity is portfolio management for investment companies, which indicates the firm acts as an investment adviser to pooled vehicles rather than primarily serving retail households. The firm charges fees based on a percentage of assets under management and is owned by an individual owner rather than a corporate or multi-partner structure. Kingsbarn is not positioned as an ESG-focused investor and does not identify as a multi-state or pension consultant adviser. It maintains an affiliation with real estate brokerage activity, suggesting real estate expertise or licensing complements its advisory work. The firm is not described as a capital allocator in the sense of running a multi-manager fund-of-funds business, but it does use third-party managers for certain alternative exposures (see Investments & Alternatives).
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
3 of 3KELLY CHRISTOPHER
Chief Compliance OfficerCRD 6000499
JAMES FOWLER
Chief Investment OfficerCRD 1782003
JEFF PORI
CEOCRD 7433521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAS VEGAS, NV
CLARK
Location
LAS VEGAS, NV
Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 1645 Village Center Cir
- Time zone
- PT (UTC-8)
- Office locations
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