Kingsford Capital Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$127M
Discretionary
$127M
100% of AUM
Avg account
$31.7M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
Point Richmond, California
CRD number
161445
Registered since
March 8, 2012
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Charitable Organizations79.05%
  • Pooled Investment Vehicles20.95%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kingsford Capital Management, LLC is an SEC-registered, individually owned LLC that operates as a hedge fund manager and commodity pool operator/commodity trading advisor. The adviser focuses on institutional clients and provides portfolio management for pooled investment vehicles and for businesses or institutions. It charges a combination of asset-based fees and performance-linked fees and serves as sponsor, general partner and managing member for pooled vehicles it runs. The firm is not positioned as a third‑party capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • Jack Amidon

    Financial AdvisorCRD 6766472

  • Michael Wilkins

    Manager and MemberCRD 1958968

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Point Richmond, CA

Contra Costa

Location

Point Richmond, CA

Headquartered in Point Richmond, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
1160 Brickyard Cove Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth