# Kingbird Investment Management

> Kingbird Investment Management is an exempt reporting adviser in Newtown, PA, filing reports since 2020. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 308069
- Filed as: KINGBIRD INVESTMENT MANAGEMENT
- Legal name: Kingbird Investment Management LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308069
- AdvisorCensus page: https://advisorcensus.com/firm/kingbird-investment-management-newtown-pa-308069

## Quick answers

**Where is Kingbird Investment Management located?**
Kingbird Investment Management's principal office is in Newtown, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**How does Kingbird Investment Management report to regulators?**
Kingbird Investment Management is an exempt reporting adviser, filing reports since 2020. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 308069.

**Does Kingbird Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308069

**What changed in Kingbird Investment Management's recent Form ADV filings?**
In the February 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Firm details
- Reporting since: 2020 (5 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Guaynabo, PR
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- kingbird.com
- LinkedIn @kingbirdim

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | June 15, 2021 |
| October 2022 | Not reported | Not reported | September 30, 2022 |
| October 2023 | Not reported | Not reported | March 27, 2023 |
| October 2024 | Not reported | Not reported | March 25, 2024 |
| October 2025 | Not reported | Not reported | May 30, 2025 |
| October 2026 | Not reported | Not reported | March 24, 2026 |


## Changes in the filing (last 12 months)

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kingbird Investment Management (CRD 308069): Form ADV filing data as of October 2026.