Kingswood Capital Management, L.P.
- Regulatory AUM
- $3.8B
- Discretionary
- $3.8B
- Clients
- 16
- Avg AUM / client
- $234M
- Accounts
- 16
- Employees
- 33
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 16 | $3.8B | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kingswood Capital Opportunities Fund I, L.P. | Private Equity Fund | Delaware | $372M | 22 |
| Kingswood Capital Opportunities Fund Ii, L.P. | Private Equity Fund | Delaware | $240M | 53 |
| Kingswood Capital Opportunities Fund Ii A, L.P. | Private Equity Fund | Delaware | $211M | 31 |
| Sm Aggregator, Llc | Private Equity Fund | Delaware | $190M | 7 |
| Kingswood Capital Opportunities Fund I A, L.P. master | Private Equity Fund | Delaware | $124M | 11 |
| Kingswood Capital I, Lp | Private Equity Fund | Delaware | $71.8M | 2 |
| Kingswood Genesis Fund I Holdings, Llc | Private Equity Fund | Delaware | $24.1M | 7 |
| Axle Aggregator, Llc | Private Equity Fund | Delaware | $37.3K | 7 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wolf, Alexander, Mattsson | Limited Partner | Jun 2019 (7y) | 75% or more | |
| Chou, Ivane, Devan | Chief Compliance Officer And Chief Financial Officer | Aug 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kingswood Capital Ugp, Llc | General Partner | Jun 2019 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (8, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kingswood Capital Opportunities Fund I, L.P. | Private Equity Fund | $372M | $0 | 22 |
| Kingswood Capital Opportunities Fund Ii, L.P. | Private Equity Fund | $240M | $0 | 53 |
| Kingswood Capital Opportunities Fund Ii A, L.P. | Private Equity Fund | $211M | $0 | 31 |
| Sm Aggregator, Llc | Private Equity Fund | $190M | $0 | 7 |
| Kingswood Capital Opportunities Fund I A, L.P. | Private Equity Fund | $124M | $0 | 11 |
| Kingswood Capital I, Lp | Private Equity Fund | $71.8M | $0 | 2 |
| Kingswood Genesis Fund I Holdings, Llc | Private Equity Fund | $24.1M | $0 | 7 |
| Axle Aggregator, Llc | Private Equity Fund | $37.3K | $0 | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 4.31 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗