KINGSLY CAPITAL, LLC

Overview

Kingsly Capital, LLC is a small, privately owned limited liability company that provides financial planning and discretionary portfolio management primarily to institutional clients while also working with individuals and small businesses. The firm charges a mix of percentage-of-AUM fees, hourly fees and can accept performance-based arrangements. It is not positioned as an ESG-focused adviser and is not identified as a multi-state adviser. On the activity side, Kingsly Capital serves as an insurance company sponsor and acts as a general partner/managing member of pooled investment vehicles, indicating hands-on involvement in private fund management in addition to its advisory work. The firm is not listed as a capital allocator in the data provided.

Assets & Accounts

Investments & Alternatives