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| Happy Holidays!! thanks for using AUM13F!! |
| Kings Path Partners LLC
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| CRD # | 269876 |
| SEC # | 801-107995 |
| CIK # | 0002030974 |
| AUM | $1.3 B (2025-01-21) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 832-500-3101 |
| Address | 206 Brooks Street Sugar Land, TX 77478-4212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Targa Resources Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 74.1 |
| (b) Individuals (high net worth individuals) | 44 | 205.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 13.1 |
| (h) Charitable organizations | 16 | 955.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 22.6 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 1,270.2 |
| By Discretionary | ||
| Discretionary | 498 | 415.6 |
| Non-Discretionary | 8 | 854.6 |
| Total | 506 | 1,270.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,270.2 | |
| Total | 506 | 1,270.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002030974] |
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