KINGSLAND INVESTMENTS

RIASEC Registered
Total AUM
$16.7M
Discretionary
$16.6M
99% of AUM
Avg account
$576K
Accounts
29
Employees
1
Advisory reps
1

Firm details

Headquarters
MOUNT KISCO, New York
CRD number
328855
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.59%
  • Charitable Organizations8.31%
  • Individuals8.09%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kingsland Investments operates as an individual-owned limited liability company focused on discretionary portfolio management for high-net-worth individuals, families and institutional clients. The firm charges clients a percentage of assets under management and prefers equity-centric strategies, allocating the bulk of client capital to exchange-traded securities. Kingsland is not positioned as an ESG investor and does not identify as a multi-state adviser; its business lines center on active portfolio management for both personal and business or institutional accounts. The firm also allocates to external alternative managers, with documented use of hedge funds as a complement to its equity exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%95%
  • Exchange Traded Equities95%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • ARTHUR WEISE

    Founder and CIOCRD 2393971

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

FINTRX

Location

Primary office

MOUNT KISCO, NY

WESTCHESTER

Location

MOUNT KISCO, NY

Headquartered in MOUNT KISCO, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
100 S Bedford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth