KINGFISHER INVESTMENT ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NIWOT, Colorado
CRD number
168144
Registered since
March 6, 2023

Firm profile

FINTRX

Overview

Kingfisher Investment Advisors, LLC is a limited liability company that registered with the SEC in 2023 and appears organized around private-fund management rather than traditional retail wealth advisory. The firm is listed as owner type “Individual” and carries an unclassified advisory designation. It does not identify as an active ESG investor, is not recorded as a multi-state adviser, and is not flagged as a capital allocator. The firm’s public profile centers on managing pooled private vehicles. With six advised funds, Kingfisher’s activity signals a focus on private markets—primarily venture capital—rather than running discretionary accounts for retail or high-net-worth clients. The available data show no recorded clients in a typical advisory account sense, reinforcing that its primary relationship is with fund investors (limited partners) rather than individual advisory households.

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
  • YARIV ROBINSON

    Co-FounderCRD 6024689

  • ALEXANDER BERNSTEIN

    Managing PartnerCRD 2360939

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NIWOT, CO

BOULDER

Location

NIWOT, CO

Headquartered in NIWOT, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
BOULDER
Address
150 Murray St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth