Kingswood Wealth Advisors LLC

Private Investment Firm California, United States ·Founded 2017

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.

What stage does Kingswood Wealth Advisors LLC invest at?

Kingswood Wealth Advisors LLC backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.

Which regions does Kingswood Wealth Advisors LLC invest in?

Kingswood Wealth Advisors LLC invests across United States, United Kingdom, Canada, Germany, Australia and Singapore.

What companies has Kingswood Wealth Advisors LLC invested in?

Kingswood Wealth Advisors LLC's portfolio includes Chalice Wealth Advisors, Chalice Capital Partners, Eudaimonia Partners and Eudaimonia Advisors.

Last updated · Source: ConnectSafely investor database