KINGSFORD CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$127M
Discretionary
$127M
100% of AUM
Avg account
$31.7M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
POINT RICHMOND, California
CRD number
161445
Registered since
March 8, 2012
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Charitable Organizations79.05%
  • Pooled Investment Vehicles20.95%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kingsford Capital Management, LLC is a boutique hedge fund manager and pooled-vehicle sponsor that concentrates on institutional mandates. Registered with the SEC since 2012 and organized as a limited liability company owned by an individual, the firm serves a small number of large clients through discretionary mandates and pooled investment vehicles. Its regulatory footprint and stated business activities identify it as a CPO/CTA and a sponsor/GP of pooled vehicles, which implies the firm runs strategies that go beyond plain-vanilla long-only equity portfolios and that it exercises active program and risk management across its funds. The firm’s client base is institutional, and its fee model combines a percentage-of-assets charge with performance-based fees and other arrangements. Kingsford is not an active ESG investor and does not operate as a multi-state adviser, which reinforces a focused operational footprint and a high-touch, concentrated client relationship model.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • JACK AMIDON

    Financial AdvisorCRD 6766472

  • MICHAEL WILKINS

    Manager and MemberCRD 1958968

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

POINT RICHMOND, CA

CONTRA COSTA

Location

POINT RICHMOND, CA

Headquartered in POINT RICHMOND, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
1160 Brickyard Cove Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth