KINGBIRD INVESTMENT MANAGEMENT
KINGBIRD INVESTMENT MANAGEMENT LLC Legal Name
Adviser information for KINGBIRD INVESTMENT MANAGEMENT last updated from Form ADV on March 25th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-119881 |
|---|---|
| SEC ERA File Number | 802-119881 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308069 |
| Legal Entity Identifier | None |
Principal Office
855 BOYLSTON STREETSUITE 1000
BOSTON
MA
United States
Monday - Friday, 8:30A - 5:00P
Tel: 857-203-7931 EXT 147931, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| KINGBIRD HOLDINGS USA, LLC | Sponsor, GP, manager of pooled investment vehicles |
| KINGBIRD INVESTMENT MANAGEMENT I, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| KINGBIRD CO-GP, CR 2, LLC | Real Estate Fund | $1.8M | $0.0M | 2 |
| KINGBIRD CO-INVEST SAN ANTONIO, LL 1, LLC | Real Estate Fund | $3.6M | $0.1M | 8 |
| KINGBIRD CO-INVESTMENT VENTURE BLOCKER, LP | Real Estate Fund | $0.8M | $0.5M | 2 |
| KINGBIRD CO-INVESTMENT VENTURE LP | Real Estate Fund | $43.9M | $1.0M | 83 |
| KINGBIRD COMMANDO, LLC | Real Estate Fund | $0.0M | $8.0M | 2 |
| KINGBIRD DALLAS EH, LC 2 LLC | Real Estate Fund | $1.3M | $1.0M | 3 |
| KINGBIRD, HOUSTON MC, LC 5, LLC | Real Estate Fund | $3.7M | $4.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| 5S, LLC | Domestic Entity | – | MEMBER | 10/2017 | > 75% |
| Sola, Luis Raul | Individual | – | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | 10/2017 | < 5% |
| Ferre Rangel, Antonio Luis | Individual | – | CHIEF EXECUTIVE OFFICER | 10/2017 | < 5% |
| Pasierb, Mark | Individual | – | PRESIDENT | 06/2024 | < 5% |
| DISALVO, VINCENT, MICHAEL | Individual | – | CHIEF INVESTMENT OFFICER | 01/2020 | < 5% |