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KINGSWOOD CAPITAL MANAGEMENT, L.P.
11812 San Vicente Blvd.
Suite 604
Los Angeles, California 90049
Tel: 424-200-6600
About KINGSWOOD CAPITAL MANAGEMENT, L.P.
KINGSWOOD CAPITAL MANAGEMENT, LP, formally registered with the SEC as KINGSWOOD CAPITAL MANAGEMENT, LP. The firm was established in 08/26/2019. They have over 1 offices throughout the country.
KINGSWOOD CAPITAL MANAGEMENT, L.P. is a Los Angeles, California based Financial Planning firm with nearly $1,687,440,603 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304649 |
| SEC# | 801-117250 |
| Assets Managed by Firm | $1,687,440,603 |
| No. of Clients | 9 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $1,687,440,603 |
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