Kingswood Capital Management LP

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Kingswood Capital Management LP ✚
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) Copy

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
PE	Kingswood Capital Opportunities Fund I-A LP	[2019-12-24]	160.9	47.9
PE	Kingswood Capital Opportunities Fund I LP	[2019-12-24]	160.9	126.9
PE	Kingswood Genesis Fund I Holdings LLC	2019-12-24		29.2
PE	Kingswood Wave Aggregator LP	2019-12-24		0.0
PE	Axle Holding Company LLC	2019-07-27		8.4
PE	Kingswood Capital I LP	2019-07-27		87.7
PE	Kingswood Genesis Fund I LLC	2019-07-27		35.1
PE	Kingswood Opportunity Fund I LLC	2019-07-27		0.0

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

Comparable Firms	State	AUM ($B)
Neos Partners LP ✚	CA	3.0
Bain Capital Insurance Solutions LP ✚	MA	3.0
Vance Street Management LLC ✚	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 ✚	CA	2.9
CR Group LP ✚	TX	2.9
Yellow Wood Partners LLC ✚	MA	2.9
Popular Asset Management LLC ✚	PR	2.9

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Kingswood Capital Management LP

Assets, Funds, Holdings