KLH CAPITAL

RIASEC RegisteredEst. 2019
Total AUM
$774M
Discretionary
$774M
100% of AUM
Avg account
$258M
Accounts
3
Employees
20
Advisory reps
4

Firm details

Headquarters
TAMPA, Florida
CRD number
304294
Registered since
June 28, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

KLH Capital is organized as a limited partnership and operates as a private equity fund manager and adviser to pooled investment vehicles. The firm registered with the SEC in 2019 and positions itself toward institutional investors. Its advisory work centers on portfolio management for pooled vehicles, and it also functions as a general partner/managing member of those vehicles. Fee arrangements combine a percentage-of-assets model with performance-linked fees. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOHN MOORE

    CFO & CCOCRD 5315269

Contacts

3 of 3
  • KYLE MADDEN

    PartnerCRD 5411978

  • III DOWDEN

    Managing PartnerCRD 5158961

  • JAMES DARNELL

    Managing PartnerCRD 4200325

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
4030 W Boy Scout Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth