Kings Path Partners LLC is a large advisory firm based in Sugar Land. It manages $580.88 million of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.
Kings Path Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kings Path Partners LLC is $580.88 million. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kings Path Partners LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Kings Path Partners is charitable organizations with 5 clients and $463.16 million of assets under management. Among the 9 most similar advisory firms, Kings Path Partners has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $551.53 million for 38 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Kings Path Partners doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kings Path Partners LLC performs its advisory services is located at 206 Brooks Street, Sugar Land, TX 77478, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (832) 500-3101 or by fax (832) 500-3101. The normal business hours are by appointment only on Other. You can find more information about the New York firm at kingspath.com/.