Kingsbury Capital Investment Advisors is a fund manager in Wilmette with $156.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
261362015
SEC advisor number
801-118323
FINRA CRD number
145658
AUM ?
$156.00 mm
(as of 24 May 22)
Accounts
560
(as of 24 May 22)
Employees
9
(9 investment advisory or research)
Office hours
Monday - Friday, 8 AM TO 4 PM (CST)
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Vellon, William, David | CEO & CCO | 08/2008 | 50-75% |
Wolmark, Asher, Dov | Managing Member | 08/2008 | 50-75% |
Finnerty, Daniel, Gerard | Chief Operating Officer and Chief Financial Officer | 01/2015 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Kingsbury Capital Investment Advisors LLC | $156.00 mm | |
DHC 2016 LLC | $650.00 k | Private Equity Fund |
Latest filings (excl ownership)
No filings