Kaleidoscope Capital

RIASEC Registered

Total AUM

$706M

Discretionary

$706M

100% of AUM

Avg account

$78.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 282159
Registered since: April 19, 2017
Website: www.kldscap.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles98.33%
Corporations / Businesses1.67%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kaleidoscope Capital is a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (registration year 2017) and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its business activities include acting as a CPO/CTA and serving as a financial product salesperson; it also functions as sponsor/GP/managing member of pooled vehicles. Ownership is listed as a mix of a domestic entity and an individual. Compensation follows a hedge-fund-style structure with both percentage-of-AUM fees and performance-based (incentive) fees. The firm does not identify as an active ESG investor.