Kingsway Capital Partners Limited is a large advisory firm based in London. It manages $1.91 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2018.
Kingsway Capital Partners Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and investment advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kingsway Capital Partners Limited is $1.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and $1.81 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kingsway Capital Partners Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Kingsway Capital Partners Limited is pooled investment vehicles with 12 clients and $1.81 billion of assets under management. Among the 10 most similar advisory firms, Kingsway Capital Partners Limited has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.91 billion for 13 clients. 77% of the firm’s clients are foreign persons or businesses.
Kingsway Capital Partners Limited also advises several private funds. Namely, two hedge funds, six other private funds, and three private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.
The company employs 14 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kingsway Capital Partners Limited performs its advisory services is located at 9 Th Floor, Smithson Tower, London, Sw1 A 1 Ha, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44 (0)20 7659 4130 or by fax 44 (0)20 7659 4222. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at kingswaycap.com.