{ "crd_number": 283489, "slug": "kingfish-capital-partners-llc-southlake-tx-283489", "primary_business_name": "KINGFISH CAPITAL PARTNERS LLC", "legal_name": "KINGFISH CAPITAL PARTNERS LLC", "dbas": [], "city": "Southlake", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-05-14", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-04-28", "carried_forward": false, "raum_total": 231788411.0, "raum_discretionary": 231788411.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 36, "advisory_employees": 36, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 231788411.0, "count": 9 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "NY", "TX" ], "websites": [ "https://kingfishgroup.com", "https://linkedin.com/company/kingfish-group/about" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283489", "city_as_filed": "SOUTHLAKE", "url": "https://advisorcensus.com/firm/kingfish-capital-partners-llc-southlake-tx-283489", "display_name": "Kingfish Capital Partners LLC", "summary": "Kingfish Capital Partners LLC is an SEC-registered investment advisory firm in Southlake, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.", "citation": "AdvisorCensus. Kingfish Capital Partners LLC (CRD 283489): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Kingfish Capital Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Kingfish Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Kingfish Capital Partners LLC located?", "a": "Kingfish Capital Partners LLC's principal office is in Southlake, TX, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Kingfish Capital Partners LLC registered with the SEC or a state?", "a": "Kingfish Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 283489." }, { "q": "How much does Kingfish Capital Partners LLC manage?", "a": "Kingfish Capital Partners LLC reports $231,788,411 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary)." }, { "q": "How have Kingfish Capital Partners LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Kingfish Capital Partners LLC: Regulatory assets under management: $201,193,168 in the October 2021 data and $231,788,411 in the October 2026 data, up 15%. Total employees: 22 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Kingfish Capital Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9)." }, { "q": "Does Kingfish Capital Partners LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283489" }, { "q": "What changed in Kingfish Capital Partners LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 35 to 36." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 201193168.0, "total_employees": 22, "filing_date": "2021-04-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 244128548.0, "total_employees": 35, "filing_date": "2022-04-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 213691592.0, "total_employees": 40, "filing_date": "2023-08-01" }, { "period": "2024-10-01", "regulatory_assets_under_management": 239111724.0, "total_employees": 41, "filing_date": "2024-04-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 212429761.0, "total_employees": 35, "filing_date": "2025-04-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 231788411.0, "total_employees": 36, "filing_date": "2026-04-28" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 35 to 36." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/kingfish-capital-partners-llc-southlake-tx-283489.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 9, "fewer_than_5": false, "raum": 231788411.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283489", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }