KINGS PATH PARTNERS LLC
Adviser information for KINGS PATH PARTNERS LLC last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 441 | $289.9M |
| Non-Discretionary | 12 | $770.7M |
| Total | 453 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 98 | $48.7M |
| HNW Individuals | 40 | $201.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $11.5M |
| Charitable organizations | 13 | $778.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $19.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-107995 |
|---|---|
| SEC ERA File Number | 801-107995 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 269876 |
| Legal Entity Identifier | None |
Principal Office
206 BROOKS STREETSUGAR LAND
TX
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (832) 500-3101, Fax: (281) 909-3414
Chief Compliance Officer
MICHAEL DENNIS MULCAHY
PRESIDENT
206 BROOKS ST
SUGAR LAND
TX
United States
Tel:
(832) 500-3101
Fax:
281-909-3414
M****@***************M
(Full email address available in API data)
Regulatory Contact
MICHAEL MULCAHY II
VICE PRESIDENT
206 BROOKS STREET
SUGAR LAND
TX
United States
Tel:
832-500-3101
Fax:
281-909-3414
M******@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MULCAHY, MICHAEL, DENNIS | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 05/2015 | > 75% |
| MULCAHY, MICHAEL, DENNIS | Individual | – | VICE PRESIDENT | 02/2021 | 5-10% |
| Laughter, Juliann | Individual | – | MANAGER, OFFICE AND ADMINISTRATION | 12/2016 | < 5% |
| TIPTON, MATHEW, JEFFERSON | Individual | – | ADVISOR | 02/2021 | < 5% |
| HELBIG, KANEN, PIERCE | Individual | – | VICE PRESIDENT | 02/2021 | 5-10% |
| Tipton, Alexandra | Individual | – | CLIENT OPERATIONS & SERVICES MANAGER | 11/2022 | < 5% |