Kisco Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 226621
- Website
- kiscocap.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90%
- Individuals9.17%
- Pension & Profit Sharing Plans0.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Kisco Capital, LLC is a small, privately owned investment advisory operating as a limited liability company that provides fee-based portfolio management to individuals, families, small businesses and some institutional clients. Its advisory services include discretionary portfolio management for retail and business/institutional accounts and the publication of newsletters or periodicals. The firm charges fees as a percentage of assets under management, is not positioned as a capital allocator, and does not self-identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds78%
- Exchange Traded Equities17%
- Investment Grade Corp Bonds1%
- Non-Investment Grade Corp Bonds1%
- Derivatives1%
Contacts
1 of 1
Paul Mccarthy
PresidentCRD 6491484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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