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 organized as a limited liability company and is classified in the source data as an investment bank. The firm registered with the SEC in 2018. Ownership is listed as a mix of a domestic entity and an individual. The snapshot indicates Kingswood is not positioned as a capital allocator and is not identified as an active ESG investor. Several advisory-related fields in the available profile — including detailed business activities and advisory services — are not populated in the source record.
Assets & Accounts
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
Owners & executives
3 of 10
Todd Meucci
CEO & FounderCRD 2801244

Valeriy Rayevskiy
Chief Operating OfficerCRD 5788810

Michael Nessim
Chief Executive Officer and Managing PartnerCRD 2573543
Contacts
3 of 195
Melinda 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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