KICKING HORSE INVESTMENT MANAGEMENT, LLC

Adviser information for KICKING HORSE INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 29th, 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 802-130123
SEC ERA File Number 802-130123
SEC CIK Numbers None
SEC CRD Numbers 163974
Legal Entity Identifier None

Principal Office

7600 WINDROSE AVENUE
SUITE G325
PLANO
TX
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 949-315-8034, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
KICKING HORSE INVESTMENTS, LP Hedge Fund $26.5M $0.0M 25

Control Persons

Name Type Entity Title Since Ownership
WRIGHT, DAVID, JOHN Individual MANAGER 01/2011 50-75%
SASKIW, KEVIN, VICTOR Individual MANAGER 01/2011 50-75%

No. Employees, Historic

000202420250 on 3/29/2024