KINGSWOOD CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 288898
- Registered since
- January 18, 2018
- Website
- www.kingswoodus.com
Firm profile
FINTRXOverview
Kingswood Capital Partners, LLC is recorded as a limited liability company that registered with the SEC in 2018 and is classified in FINTRX as an investment bank. The dataset identifies its ownership as a mix of a domestic entity and an individual. FINTRX flags the firm as not being a capital allocator and not active on ESG criteria; it is also listed as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
Assets & Accounts
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
Owners & executives
3 of 9Valeriy Rayevskiy
Chief Operating OfficerCRD 5788810
MICHAEL NESSIM
Chief Executive Officer and Managing PartnerCRD 2573543
Kyle Rodgers
Chief Executive OfficerCRD 6811728
Contacts
3 of 196MELINDA MCREE
Director of OperationsCRD 2924945
KAREN STERLING
Senior Research AnalystCRD 4804633
DOUGLAS SOLINSKY
Managing DirectorCRD 4715268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 11440 W Bernardo Ct
- Time zone
- PT (UTC-8)
- Office locations
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