KINGSWOOD CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 2019
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$234M
Accounts
16
Employees
33
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
304649
Registered since
August 26, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kingswood Capital Management, L.P. operates as a private equity limited partnership primarily serving institutional clients. The adviser is SEC-registered (since 2019) and bills investors through a combination of asset-based fees and performance-linked compensation. Its core advisory work is portfolio management for pooled investment vehicles, and it also functions on the sponsor/GP side as a managing member of pooled funds. Kingswood does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • IVANE CHOU

    Chief Financial Officer & Chief Compliance OfficerCRD 6027926

Contacts

1 of 1
  • ALEXANDER WOLF

    Managing PartnerCRD 7160375

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

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Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11812 San Vicente Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth