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KINGFISH CAPITAL PARTNERS LLC

SOUTHLAKE, TX · CRD 283489 · IAPD ↗ · kingfishgroup.com · 650-980-0200

$231.8MRegulatory AUM
36Advisory reps
36Employees
0Clients
n/aPlanning clients
9Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

27
April 2025 — KINGFISH CAPITAL PARTNERS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2025 — KINGFISH CAPITAL PARTNERS LLC shrank from 41 to 35 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2025 — KINGFISH CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
27
April 2024 — KINGFISH CAPITAL PARTNERS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2024 — KINGFISH CAPITAL PARTNERS LLC moved its main office from SAN FRANCISCO, CA to SOUTHLAKE, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.