Kingsland Investments
Firm details
- Headquarters
- Mount Kisco, New York
- CRD number
- 328855
- Website
- www.kingslandgrowth.com
- 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 is an independent, owner-operated registered investment adviser structured as an LLC. The firm manages portfolios for both individuals and families as well as institutional and business clients, charging fees as a percentage of assets under management. Its advisory services focus on discretionary portfolio management for individuals/small businesses and for institutions; the adviser does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant. Kingsland reports a preference for equities as the primary investment vehicle and uses third‑party alternative managers (see Investments & Alternatives). It is not positioned as a capital allocator or related-adviser network, and its client base is concentrated into a relatively small number of higher-net-worth relationships.
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 1
Arthur 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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