Kingswood Wealth Advisors LLC — Contact Email, Phone & Team

Overview

Kingswood Wealth Advisors LLC is a private investment firm specializing in diverse asset classes and investment stages. The firm focuses on investments in fixed income, hedge funds, private equity, real estate, and venture capital, targeting various stages from seed to distressed investments. Geographically, Kingswood operates across multiple countries, including the United States, United Kingdom, Australia, South Africa, Canada, and several European nations. The firm's portfolio spans a wide range of industries, such as financial services, investment management, asset management, private equity, venture capital, real estate, hedge funds, fixed income, commodities, crypto, ESG and impact investing, infrastructure, collectibles and art, and distressed and special situations. Kingswood's investment sizes range from $1 million to $50 million, catering to a broad spectrum of investment opportunities.

Investment Focus

Open to accredited investors
Focus on long-term growth
Preference for diversified portfolios
Interest in both traditional and alternative assets
Willingness to engage in active management
Alignment with Kingswood's investment philosophy
Commitment to ESG principles
Openness to international investments

Portfolio Companies

Chalice Wealth AdvisorsChalice Capital PartnersEudaimonia PartnersEudaimonia Advisors

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Frequently asked questions about Kingswood Wealth Advisors LLC

What sectors does Kingswood Wealth Advisors LLC invest in?

Kingswood Wealth Advisors LLC invests in Financial Services, Real Estate, Infrastructure, Asset Management, Investment Management and Private Equity, and is based in California, United States. Kingswood Wealth Advisors LLC is listed as a private investment firm in the ConnectSafely investor database.