Kingsford Capital Management, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2Jack Amidon
Financial AdvisorCRD 6766472
Michael Wilkins
Manager and MemberCRD 1958968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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