Investment adviser · CRD 145658
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC
Investment adviser filing (IA)
· Form ADV filed Apr 29, 2026
- Regulatory AUM
- $162M Form ADV · Item 5.F
- Client accounts
- 584 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| High-net-worth individuals | 60 | $116,008,963 | 71.6% |
| Individuals | 185 | $39,155,182 | 24.2% |
| Corporations & businesses | 5 | $3,260,798 | 2.0% |
| Retirement plans | Fewer than 5 | $2,465,140 | 1.5% |
| Charities | Fewer than 5 | $1,148,071 | 0.7% |
Filing source
Form ADV 2100621 · Apr 29, 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
DHC 2016 LLCPrivate Equity Fund · Last reported Mar 8, 2024$650KGross asset value
Form D fundraising filings
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-8662679370
- Reported beneficial owners
- 13
- Minimum commitment
- $0
- Form D file number
- 021-274586
Form ADV 1830259 · Mar 8, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 29, 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 · Commissions
Principal office
CRD 145658
Filing source
Form ADV 2100621 · Apr 29, 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.