Kingstone Capital Partners Texas LLC

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Assets, Funds, Holdings

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Kingstone Capital Partners Texas LLC
CRD #281593
SEC #801-119503
CIK #0002057208
AUM $158.1 M (2025-03-27)
Employees 8 (88% Investors, 0% Brokers)
Phone866-361-1600
Address6160 Warren Parkway
Frisco, TX 75034
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
16012896643202011201620212026
Sector Form 13F Holdings Value ($M)
Nvidia Corp 21.1
Facebook Inc 8.7
Microsoft Corp 7.8
Eaton Vance Tax Advantaged Dividend Income Fund 7.2
Amazon Com Inc 6.7
Apple Inc 6.2
Alphabet Inc 5.5
Palantir Technologies Inc 5.3
Robinhood Markets Inc 4.8
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 3.4
View All
Holdings by Sector ($M)
16012896643202024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 147 37.5
(b) Individuals (high net worth individuals) 39 72.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 13 48.0
(n) Other 0 0.0
Total 439 158.1
By Discretionary
Discretionary 439 158.1
Non-Discretionary 0 0.0
Total 439 158.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 158.1
Total 439 158.1
EDGAR Form CIK 2011 - 2025
13F-HR [0002057208]
Comparable Firms State AUM ($B)
RARE Wolf Capital LLC
WA 0.2
Live Oak Family Offices LLC
FL 0.2
Assabet Advisors LLC
MA 0.2
Macke Financial Advisory Group Inc
FL 0.2
Magnolia Wealth Management LLC
AL 0.2
Wabash Capital Inc
IN 0.2
J M Brown & Associates Inc
OK 0.2
Naples Money Management LLC
FL 0.2
Preserver Partners LLC
TN 0.2
David P Gilliam & Associates Inc
IN 0.2
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