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| Kingsbury Capital Investment Advisors LLC
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|---|---|
| CRD # | 145658 |
| SEC # | 801-118323 |
| CIK # | 0001927315 |
| AUM | 162.0 M (2026-04-29) |
| Employees | 6 (100% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| 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 | ||
| Marriott International Inc /MD/ | 0.6 | ||
| CME Group Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | DHC 2016 LLC | [2020-02-26] | 0.6 M | 0.7 M |
| Offered $1,100,000 · Filed 2016-11-16 (D) · Exemption 506(b) · Minimum $38,500 · Remaining $550,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 39.2 |
| (b) Individuals (high net worth individuals) | 60 | 116.0 |
| (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 | 2.5 |
| (h) Charitable organizations | 0 | 1.1 |
| (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 | 5 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 162.0 |
| By Discretionary | ||
| Discretionary | 567 | 146.3 |
| Non-Discretionary | 17 | 15.7 |
| Total | 584 | 162.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.0 | |
| Total | 584 | 162.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kingsbury Capital Inc | Promoter | 1 | 1 | |
| Asher Wolmark | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001927315] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
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|
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|
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✚
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