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KINGFISH CAPITAL PARTNERS LLC

950 E. State Highway 114
Suite 160, #1018
Southlake, Texas 76092
Tel: 650-980-0200

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About KINGFISH CAPITAL PARTNERS LLC

KINGFISH CAPITAL PARTNERS LLC, formally registered with the SEC as KINGFISH CAPITAL PARTNERS LLC. The firm was established in 05/14/2020. They have over 1 offices throughout the country.

KINGFISH CAPITAL PARTNERS LLC is a Southlake, Texas based Financial Planning firm with nearly $239,111,724 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283489
SEC#801-118592
Assets Managed by Firm$239,111,724
No. of Clients15
No. of Advisors41

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total15$239,111,724

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