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KINGSFORD CAPITAL MANAGEMENT, LLC
1160 Brickyard Cove Road
Suite 300
Point Richmond, California 94801
Tel: 510-231-9200
About KINGSFORD CAPITAL MANAGEMENT, LLC
KINGSFORD CAPITAL MANAGEMENT, LLC, formally registered with the SEC as KINGSFORD CAPITAL MANAGEMENT, LLC. The firm was established in 03/08/2012. They have over 1 offices throughout the country.
KINGSFORD CAPITAL MANAGEMENT, LLC is a Point Richmond, California based Financial Planning firm with nearly $155,460,000 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161445 |
| SEC# | 801-73688 |
| Assets Managed by Firm | $155,460,000 |
| No. of Clients | 5 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PERFORMANCE BASED ALLOCATIONS FROM INVESTMENT PARTNERSHIPS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $155,460,000 |
| Charitable organizations | 1 | $106,914,000 |
| Other investment advisers | 1 | $13,960,000 |
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