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 is a privately held LLC that operates with a hedge-fund orientation and serves primarily institutional clients. The firm provides portfolio management across individual and small-business accounts, pooled investment vehicles, and for businesses or institutions. Its compensation model combines a percentage-of-assets fee with performance-based fees, reflecting an active, results-driven approach typical of hedge fund managers. Kingsgrove is not positioned as a dedicated capital allocator; it functions as an investment manager and, in some instances, as sponsor/GP/managing member of pooled vehicles, which indicates direct involvement in structuring and running private pools. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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