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 dataset as an investment bank. FINTRX lists the firm as owned by domestic entities and individuals. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor; it is also not listed as a pension consultant or a related adviser. No specific advisory business lines, client segments, fee schedules, or investment strategies were provided in the source data.
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 10
Yarenis Rodriguez
Chief Compliance OfficerCRD 5310038

Mohamed Alsoraimi
Chief Compliance OfficerCRD 5319490

Kyle Rodgers
Chief Executive OfficerCRD 6811728
Contacts
3 of 204
Philip Kehoe
Wealth StrategistCRD 5759737

Logan Lowrey
Owner, PresidentCRD 5760554

Andrew Burnett
Registered RepresentativeCRD 5767269
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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 11440 W Bernardo Ct
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
RA Capital Advisors LLC
Broker-DealerSan Diego, CA
Madison Avenue Securities, LLC
Broker-DealerSan Diego, CA
Independent Financial Group, LLC
Broker-DealerSan Diego, CA
Financial Sense Securities, Inc.
Broker-DealerSan Diego, CA
Shorelineambrose Advisors, LLC
Broker-DealerSan Diego, CA
Chandler Distribution Services, LLC
Broker-DealerSan Diego, CA