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| Happy Holidays!! thanks for using AUM13F!! |
| Kingsbury Capital Investment Advisors LLC
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| CRD # | 145658 |
| SEC # | 801-118323 |
| CIK # | 0001927315 |
| AUM | $154.5 M (2025-05-21) |
| Employees | 8 (100% Investors, 38% Brokers) |
| Phone | 312-380-5300 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Illinois Tool Works Inc | 10.2 | ||
| Apple Inc | 7.8 | ||
| Tesla Motors Inc | 3.3 | ||
| Amazon Com Inc | 2.4 | ||
| Microsoft Corp | 1.2 | ||
| Walt Disney Co | 0.8 | ||
| Alphabet Inc | 0.8 | ||
| Plug Power Inc | 0.7 | ||
| Kellogg Co | 0.7 | ||
| Marriott International Inc /MD/ | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | DHC 2016 LLC | [2020-02-26] | 0.6 | 0.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 39.0 |
| (b) Individuals (high net worth individuals) | 61 | 108.6 |
| (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 | 2.4 |
| (h) Charitable organizations | 0 | 1.2 |
| (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 | 0 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 154.5 |
| By Discretionary | ||
| Discretionary | 582 | 139.9 |
| Non-Discretionary | 13 | 14.6 |
| Total | 595 | 154.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.5 | |
| Total | 595 | 154.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Kingsbury Capital Inc | 1 | ||
| Asher Wolmark | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001927315] |
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