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| Kingswood Capital Management LP
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|---|---|
| CRD # | 304649 |
| SEC # | 801-117250 |
| CIK # | 0001802724 |
| AUM | 3,750.1 M (2026-04-17) |
| Employees | 33 (79% Investors, 0% Brokers) |
| Phone | 424-200-6600 |
| Address | 11812 San Vicente Blvd Los Angeles, CA 90049 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Emerald Equity Aggregator LLC | 2026-03-31 | 81.0 M | |
| PE | KCO Fund Co-Invest LP | [2025-03-31] | 16.2 M | |
| Filed 2024-10-31 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | KCO Fund III Co-Invest I LP | [2025-03-31] | 50.0 M | 16.2 M |
| Offered $50,000,000 · Filed 2024-06-11 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kingswood Capital Opportunities Fund III-A LP | [2025-03-31] | 266.0 M | |
| Offered $1,000,000,000 · Filed 2024-05-28 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $1,000,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kingswood Capital Opportunities Fund III LP | [2025-03-31] | 497.1 M | |
| Offered $1,000,000,000 · Filed 2024-05-28 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $1,000,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Patco Aggregator LLC | 2025-03-31 | 49.2 M | |
| PE | Patco Blocker Aggregator LLC | 2025-03-31 | 22.1 M | |
| PE | Kingswood Capital Opportunities Fund II-A LP | [2023-03-31] | 506.3 M | 356.2 M |
| Offered $600,000,000 · Filed 2022-11-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $93,675,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kingswood Capital Opportunities Fund II LP | [2023-03-31] | 506.3 M | 403.9 M |
| Offered $600,000,000 · Filed 2022-11-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $93,675,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SM Aggregator LLC | 2023-03-31 | 6.1 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 16 | 3.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 3.8 |
| By Discretionary | ||
| Discretionary | 16 | 3.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 16 | 3.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Alex Wolf | Executive Officer | 15 | 2 | |
| Michael Niegsch | Executive Officer | 8 | 1 | |
| James Renna | Executive Officer | 4 | 1 | |
| Jim Renna | Executive Officer | 4 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13D | [0001802724] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Kingswood Capital Management LP | Stein Mart Inc | [2020-02-10] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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