KICKING HORSE INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
163974
Registered since
March 29, 2024

Firm profile

FINTRX

Overview

Kicking Horse Investment Management, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2024. The firm’s regulatory profile identifies it as an individually owned, unclassified adviser that does not register as a multi-state adviser and is not flagged as an active ESG investor. Filings indicate Kicking Horse operates primarily through a pooled hedge fund vehicle rather than through retail advisory relationships or separately managed accounts. The firm’s public disclosures are limited, but the available information points to a concentrated, privately held investment platform focused on alternative, hedge-fund-style management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • DAVID WRIGHT

    ExecutiveCRD 6055066

  • KEVIN SASKIW

    Managing PartnerCRD 6055072

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
7600 Windrose Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth