Investment adviser · CRD 269876
KINGS PATH PARTNERS LLC
Investment adviser filing (IA)
SUGAR LAND, TX, United States · Form ADV filed Feb 5, 2026
- Regulatory AUM
- $1.53B Form ADV · Item 5.F
- Client accounts
- 589 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 16 | $1,148,985,075 | 75.2% |
| High-net-worth individuals | 47 | $265,676,989 | 17.4% |
| Individuals | 109 | $90,588,480 | 5.9% |
| Corporations & businesses | 8 | $23,400,504 | 1.5% |
Filing source
Form ADV 2039758 · Feb 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1039 IMPERIAL BLVD, SUITE 201SUGAR LAND, TX, 77498, United States
CRD 269876
Filing source
Form ADV 2039758 · Feb 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.