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 is recorded as having been registered with the SEC in 2018 and is listed under an ownership type that combines a domestic entity and an individual. The snapshot indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not described as a multi-state adviser, pension consultant, or related adviser in the provided material.
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 198
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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