Kingsford Capital Management, LLC is a large advisory firm based in Point Richmond. It manages $436.48 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Kingsford Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kingsford Capital Management, LLC is $436.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and $16.92 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kingsford Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, other investment advisers, and pooled investment vehicles. The largest group of clients of Kingsford Capital Management is pooled investment vehicles with 8 clients and $229.78 million of assets under management. Among the 11 most similar advisory firms, Kingsford Capital Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $436.48 million for 11 clients. 38% of the firm’s clients are foreign persons or businesses.
Kingsford Capital Management also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $50,000,000.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kingsford Capital Management, LLC performs its advisory services is located at 1160 Brickyard Cove Road, Point Richmond, CA 94801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 510-231-9200 or by fax 510-231-9201. The normal business hours are 6am to 3pm pst on Monday - Friday.