KINGSLAND INVESTMENTS
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
FINTRXOverview
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
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 Equities95%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1ARTHUR WEISE
Founder and CIOCRD 2393971
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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