King Luther Capital Management is a fund manager in Fort Worth with $27.69 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
75163030
SEC advisor number
801-14458
FINRA CRD number
110093
AUM ?
$27.69 bn
(as of 28 Jun 22)
Accounts
3,446
(as of 28 Jun 22)
Employees
96
(62 investment advisory or research)
Address
King Luther Capital Management
301 COMMERCE SUITE 1600
FORT WORTH
TX 76102
301 COMMERCE SUITE 1600
FORT WORTH
TX 76102
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
8173323235
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| King, John, Luther | President, Chief Executive Officer, Principal | 01/1979 | < 5% |
| Southwest JLK Corporation | Shareholder | 02/1983 | > 75% |
| King, John, Luther | Beneficial Owner, Chairman of the Board, President | 02/1983 | 50-75% |
| King, Teresa, Ann | Beneficial Owner, Community Property Interest | 02/1983 | 50-75% |
| Smith, Jacob, Daniel | Principal & General Counsel | 07/2006 | < 5% |
| Nikiforova, Anna, Valeryevna | Vice President & Chief Compliance Officer | 03/2022 | < 5% |
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Luther King Capital Management Corporation | $27.69 bn | |
| LKCM Headwater II Sidecar Partnership, L.P. | $360.35 mm | Private Equity Fund |
| LKCM Headwater Il Co-investment Partnership, L.P. | $21.38 mm | Private Equity Fund |
| LKCM Headwater Investments I, L.P. | $310.55 mm | Private Equity Fund |
| LKCM Headwater Investments II, L.P. | $721.92 mm | Private Equity Fund |
| LKCM Headwater Investments III, L.P. | $1.03 bn | Private Equity Fund |
| LKCM Headwater PM Co-investment Partnership, L.P. | $317.95 mm | Private Equity Fund |
| LKCM International Equity, L.P. | $14.32 mm | Hedge Fund |
| LKCM Investment Partnership II, L.P. | $64.16 mm | Hedge Fund |
| LKCM Investment Partnership, L.P. | $1.62 bn | Hedge Fund |
| LKCM Micro-cap Partnership, L.P. | $8.17 mm | Hedge Fund |
| LKCM Private Discipline Master Fund, SPC | $544.24 mm | Hedge Fund |
| LKCM Private Discipline International II, L.P. | ||
| LKCM Private Discipline (QP), L.P. | ||
| LKCM Private Discipline International, L.P. | ||
| LKCM Radio Group, L.P. | $14.95 mm | Private Equity Fund |
| LKCM Technology Partnership, L.P. | $53.40 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
SC 13D/A
Distribution Solutions Group, Inc.
8 Sep 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
4
Luther King Jr
2 Jun 23
SC 13D/A
Distribution Solutions Group, Inc.
2 Jun 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
4
Luther King Jr
22 Mar 23
SC 13D/A
Distribution Solutions Group, Inc.
22 Mar 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
4
TXO Energy Partners, L.P.
2 Feb 23
3
MorningStar Partners, L.P.
26 Jan 23