KPS CAPITAL PARTNERS, LP

RIASEC RegisteredEst. 2012
Total AUM
$19.1B
Discretionary
$19.1B
100% of AUM
Avg account
$1.3B
Accounts
15
Employees
111
Advisory reps
11

Firm details

Headquarters
New York, New York
CRD number
157678
Registered since
March 11, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

KPS Capital Partners, LP is a private equity limited partnership that manages pooled investment vehicles for institutional clients. The firm is organized to act as sponsor and general partner of private funds and is registered with the SEC. Its advisory work centers on portfolio management for pooled vehicles and it also carries CPO/CTA activities, which suggests an ability to run commodity or futures exposures within managed pools. KPS charges a combination of percentage-of-assets and performance-based fees. The investor base is institutional, and the adviser reports being an active ESG investor, indicating ESG factors are incorporated into its investment decision framework across at least some of its funds. The firm’s structure and disclosures point to a focus on alternatives and private markets rather than retail wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • BHUMIKA SHAH

    Chief Financial OfficerCRD 6759158

  • STEPHEN SCHIPANI

    Chief Operating OfficerCRD 8066911

  • BRYAN ASSAEL

    Chief Compliance Officer & Associate General CounselCRD 8034226

Contacts

3 of 8
  • JAY BERNSTEIN

    PartnerCRD 5934139

  • KYLE MUMFORD

    PartnerCRD 4978397

  • RAQUEL PALMER

    Managing PartnerCRD 2755066

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 Vanderbilt Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth