Kingsferry Capital Llc
- Regulatory AUM
- $23.2M
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $23.2M
- Accounts
- 1
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $23.2M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Foley & Lardner Llp Defined Contribution Retirement Plan Foley & Lardner Llp | 2024 | |
| Robinson, Bradshaw & Hinson, P.A. Profit Sharing Plan Robinson, Bradshaw & Hinson, P.A. | 2024 | |
| Katcef Brothers, Inc. 401(k) Plan Katcef Brothers, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hugo Hiu Fung Chan | Registered representative | Feb 2018 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Foley & Lardner Llp Defined Contribution Retirement Plan | Foley & Lardner Llp | 2,109 | $1.7B | 02/01/2024 |
| Robinson, Bradshaw & Hinson, P.A. Profit Sharing Plan | Robinson, Bradshaw & Hinson, P.A. | 256 | $194M | 01/01/2024 |
| Katcef Brothers, Inc. 401(k) Plan | Katcef Brothers, Inc. | 123 | $13.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗