KINGSGROVE MANAGEMENT, LLC

RIASEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
100% of AUM
Avg account
$764K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
CAMARILLO, California
CRD number
285918
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles80.63%
  • HNWI10.64%
  • Corporations / Businesses4.92%
  • Individuals3.8%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kingsgrove Management, LLC operates as a small, hedge-fund–oriented investment advisor that combines pooled-vehicle management with direct portfolio management for institutional and private clients. The firm charges both a percentage of assets under management and performance-based fees, and it acts in sponsor/GP and managing-member roles for at least one pooled vehicle. Its client mix skews institutional but includes individuals and small businesses through separately managed accounts and fund interests. Investment activity centers on public equities while the firm also constructs and oversees a hedge fund vehicle that provides exposure to private credit and real estate strategies alongside liquid positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Investment Grade Corp Bonds 26%, Cash & Cash Equivalents 7%, US Government Bonds 3%64%
  • Exchange Traded Equities64%
  • Investment Grade Corp Bonds26%
  • Cash & Cash Equivalents7%
  • US Government Bonds3%

Owners & executives

1 of 1
  • JOSEPH MCCARTHY

    Chief Executive OfficerCRD 5469879

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CAMARILLO, CA

VENTURA

Location

CAMARILLO, CA

Headquartered in CAMARILLO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
VENTURA
Address
1200 Paseo Camarillo
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth