KINGSGROVE MANAGEMENT, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Investment Grade Corp Bonds26%
- Cash & Cash Equivalents7%
- US Government Bonds3%
Owners & executives
1 of 1JOSEPH MCCARTHY
Chief Executive OfficerCRD 5469879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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