Luther King Capital Management Corporation

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Luther King Capital Management Corporation ✚
CRD #	110093
SEC #	801-14458
CIK #
AUM	31.50 B (2026-06-24)
Employees	110 (66% Investors, 1% Brokers)
Fees
Minimum
Phone	817-332-3235
Address	301 Commerce Street Fort Worth, TX 76102
Source	[IAPD] [Website]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
PE	LKCM Headwater CV I Minerals LP	[2026-06-24]		35.7 M
PE	LKCM Headwater HIGG Co-Investment Partnership LP	[2026-06-24]	20.3 M	20.3 M
	Filed 2026-02-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	SDG Investment Partnership LP	[2026-06-24]		60.5 M
PE	301 Onramp Co-Investment Partnership LP	2024-06-28		3.5 M
PE	LKCM Headwater Intuity Co-Investment Partnership LP	[2023-06-28]	10.3 M	11.2 M
	Filed 2022-12-12 (D/A) · Exemption 506(b) · Minimum $20,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	LKCM Headwater Investments IV LP	[2023-06-28]	975.0 M	1,113.0 M
	Filed 2024-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	LKCM Headwater IL Co-Investment Partnership LP	[2022-06-28]	11.4 M	24.1 M
	Filed 2021-07-19 (D) · Exemption 506(b) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	LKCM Headwater PM Co-Investment Partnership LP	[2022-06-28]	159.0 M	317.9 M
	Filed 2022-03-10 (D/A) · Exemption 506(b) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	LKCM Headwater Investments III LP	[2019-06-27]	600.0 M	1,035.8 M
	Filed 2020-01-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	LKCM Headwater II Sidecar Partnership LP	[2018-06-29]	385.0 M	392.5 M
	Filed 2015-07-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	216	0.0
(b) Individuals (high net worth individuals)	2,304	11.3
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	7	1.4
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	18	6.0
(g) Pension and profit sharing plans	38	0.7
(h) Charitable organizations	232	4.9
(i) State or municipal government entities	5	0.3
(j) Other investment advisers	486	2.7
(k) Insurance companies	1	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	219	4.2
(n) Other	0	0.0
Total	3,526	31.5
By Discretionary
Discretionary	3,508	31.3
Non-Discretionary	18	0.2
Total	3,526	31.5
By Non-United States Persons
Non-United States Persons		0.6
United States Persons		30.9
Total	3,526	31.5

Form D Directors	Role	# Filings	# Firms
John King	Executive Officer	23	3
Jacob Smith	Executive Officer	19	3
Corbin Robertson III	Executive Officer	9	3
J King	Executive Officer, Promoter	19	2
Mason King	Executive Officer	10	2
David Lehmann	Executive Officer	6	2
J King Jr	Executive Officer	1	1

Firm Profile (Form ADV)
Discretionary AUM	$16.5B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity, Real Estate
LEI	254900X4O2TZHSC5XG17

Comparable Firms	State	AUM
Abrdn Inc ✚	PA	41.48 B
Morgan Stanley AIP GP LP ✚	PA	40.85 B
Strategic Investment Management LLC ✚	VA	35.51 B
Tiedemann Advisors LLC ✚	NY	31.01 B
Waverly Advisors LLC ✚	AL	29.78 B
Oxford Financial Group Ltd LLC ✚	IN	23.33 B
Jordan Park Group LLC ✚	CA	23.26 B
Ehrenkranz Partners LP ✚	NY	21.54 B
Gordian Capital Singapore Private Limited ✚		21.08 B
Offit Capital Advisors LLC ✚	NY	20.60 B

Luther King Capital Management Corporation

Assets, Funds, Holdings