Kingsgrove Management, LLC

RIASEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
100% of AUM
Avg account
$764K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
Camarillo, California
CRD number
285918
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles80.63%
  • HNWI10.64%
  • Corporations / Businesses4.92%
  • Individuals3.8%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kingsgrove Management, LLC is a privately held LLC that operates with a hedge-fund orientation and serves primarily institutional clients. The firm provides portfolio management across individual and small-business accounts, pooled investment vehicles, and for businesses or institutions. Its compensation model combines a percentage-of-assets fee with performance-based fees, reflecting an active, results-driven approach typical of hedge fund managers. Kingsgrove is not positioned as a dedicated capital allocator; it functions as an investment manager and, in some instances, as sponsor/GP/managing member of pooled vehicles, which indicates direct involvement in structuring and running private pools. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Investment Grade Corp Bonds 26%, Cash & Cash Equivalents 7%, US Government Bonds 3%64%
  • Exchange Traded Equities64%
  • Investment Grade Corp Bonds26%
  • Cash & Cash Equivalents7%
  • US Government Bonds3%

Owners & executives

1 of 1
  • Joseph Mccarthy

    Chief Executive OfficerCRD 5469879

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

FINTRX

Location

Primary office

Camarillo, CA

Ventura

Location

Camarillo, CA

Headquartered in Camarillo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
1200 Paseo Camarillo
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth