KINGS PATH PARTNERS LLC
Firm details
- Headquarters
- SUGAR LAND, Texas
- CRD number
- 269876
- Registered since
- June 17, 2016
- Website
- www.kingspath.com
- Custodians
- U.S. BANCORP INVESTMENTS, INC., NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations75.16%
- HNWI17.38%
- Individuals5.93%
- Corporations / Businesses1.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kings Path Partners LLC is an independent, SEC-registered investment adviser formed in 2016 and organized as an LLC under individual ownership. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Fee arrangements are a mix of asset-based fees, hourly billing and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Private Funds27%
- Exchange Traded Equities19%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 6Alexandra Tipton
Client Services ManagerCRD 7867508
MICHAEL MULCAHY
Vice PresidentCRD 7037495
MICHAEL MULCAHY
Founder & PresidentCRD 4647207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 141Active vs passive
$221M in ETFs
73%
$160M
27%
$60.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $26.5M | 87,084 | 12.00% |
Location
SUGAR LAND, TX
FORT BEND
Location
SUGAR LAND, TX
Headquartered in SUGAR LAND, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- FORT BEND
- Address
- 1039 Imperial Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
WJ INTERESTS, LLC
RIASUGAR LAND, TX
RWM CAPITAL, LLC
RIASUGAR LAND, TX
VERUS FINANCIAL GROUP
RIASUGAR LAND, TX
CHUNG WU INVESTMENT GROUP, LLC
RIASUGAR LAND, TX
INCOMAR INVESTMENTS, LLC
RIASUGAR LAND, TX
SWEETWATER FINANCIAL ADVISORS, LLC
RIASUGAR LAND, TX