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| Kings Path Partners LLC
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| |
|---|---|
| CRD # | 269876 |
| SEC # | 801-107995 |
| CIK # | 0002030974 |
| AUM | $1.1 BB (2024-08-26) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 832-500-3101 |
| Address | 206 Brooks Street Sugar Land, TX 77478-4212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TRGP | 14,247.0 | 1.9 | |
| UFPT | 605.2 | 1.8 | |
| SMCI | 2,169.7 | 1.7 | |
| LMAT | 1,002.1 | 1.7 | |
| COR | 1.7 | ||
| MCHP | 32,965.1 | 1.6 | |
| LOW | 111,668.6 | 1.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 48.7 |
| (b) Individuals (high net worth individuals) | 40 | 201.7 |
| (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 | 0 | 11.5 |
| (h) Charitable organizations | 13 | 778.9 |
| (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 | 6 | 19.7 |
| (n) Other | 0 | 0.0 |
| Total | 453 | 1,060.6 |
| By Discretionary | ||
| Discretionary | 441 | 289.9 |
| Non-Discretionary | 12 | 770.7 |
| Total | 453 | 1,060.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,060.6 | |
| Total | 453 | 1,060.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002030974] |
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