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| Happy Holidays!! thanks for using AUM13F!! |
| Kingswood Capital Management LP
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| CRD # | 304649 |
| SEC # | 801-117250 |
| CIK # | |
| AUM | $2.9 B (2025-06-09) |
| Employees | 24 (83% Investors, 0% Brokers) |
| Phone | 424-200-6600 |
| Address | 11812 San Vicente Blvd Los Angeles, CA 90049 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | KCO Fund Co-Invest LP | [2025-03-31] | 0.0 | 100.0 |
| PE | KCO Fund III Co-Invest I LP | [2025-03-31] | 50.0 | 50.0 |
| PE | Kingswood Capital Opportunities Fund III-A LP | [2025-03-31] | 0.0 | 543.4 |
| PE | Kingswood Capital Opportunities Fund III LP | [2025-03-31] | 0.0 | 1,025.8 |
| PE | Patco Aggregator LLC | 2025-03-31 | 49.2 | |
| PE | Patco Blocker Aggregator LLC | 2025-03-31 | 22.1 | |
| PE | Kingswood Capital Opportunities Fund II-A LP | [2023-03-31] | 506.3 | 397.3 |
| PE | Kingswood Capital Opportunities Fund II LP | [2023-03-31] | 506.3 | 447.7 |
| PE | SM Aggregator LLC | 2023-03-31 | 21.8 | |
| PE | Axle Aggregator LLC | 2020-03-30 | 0.0 | |
| 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 | 15 | 2.9 |
| (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 | 15 | 2.9 |
| By Discretionary | ||
| Discretionary | 15 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 15 | 2.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Alex Wolf | 14 | ||
| Michael Niegsch | 8 | ||
| James Renna | 4 | ||
| Jim Renna | 4 |
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|---|---|---|
|
Neos Partners LP
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|
CA | 3.0 |
|
Bain Capital Insurance Solutions LP
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|
MA | 3.0 |
|
Vance Street Management LLC
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CA | 3.0 |
|
Tomales Bay Capital LP
✚
|
3.0 | |
|
SCI Capital Partners LP
✚
|
CA | 2.9 |
|
Pharmakon Advisors LP
✚
|
NY | 2.9 |
|
Anthos Management LP
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|
CA | 2.9 |
|
CR Group LP
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|
TX | 2.9 |
|
Yellow Wood Partners LLC
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|
MA | 2.9 |
|
Popular Asset Management LLC
✚
|
PR | 2.9 |