Kize Capital Lp
- Regulatory AUM
- $265M
- Discretionary
- $265M
- Clients
- 6
- Avg AUM / client
- $44.2M
- Accounts
- 6
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Investments (13F portfolio — 6 positions, $79,635,749)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Charter Communications Inc | CL A | $27,380,924 | 126,834 | 34.4% | 10.3% |
| 2 | Credit Accep Corp Mich | COM | $24,015,264 | 56,712 | 30.2% | 9.07% |
| 3 | Hilton Grand Vacations Inc | COM | $10,257,420 | 262,204 | 12.9% | 3.87% |
| 4 | British Amern Tob Plc | SPONSORED ADR | $8,244,270 | 141,000 | 10.4% | 3.11% |
| 5 | Aercap Holdings Nv | SHS | $6,959,141 | 50,730 | 8.74% | 2.63% |
| 6 | Americas Car Mart Inc | COM | $2,778,730 | 218,282 | 3.49% | 1.05% |
Top 25 of 6 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $246M | 93.0% |
| Insurance companies | 1 | $18.6M | 7.02% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $317M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kize Partners Master Lp master | Hedge Fund | Cayman Islands | $282M | 12 |
| Kize Partners Ii Feeder Llc | Hedge Fund | Delaware | $34.9M | 2 |
| Kize Partners Iii Lp | Hedge Fund | Cayman Islands | $417K | 2 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Moss, Daniel, Seth | Ceo And Portfolio Manager / Limited Partner | Jul 2019 (7y) | 75% or more | |
| Walsh, Jacqueline, Anne | Controller & Chief Compliance Officer | Apr 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kize Capital Gp Llc | General Partner | Jul 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 (3, $317M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kize Partners Master Lp | Hedge Fund | $282M | $1.0M | 12 |
| Kize Partners Ii Feeder Llc | Hedge Fund | $34.9M | $0 | 2 |
| Kize Partners Iii Lp | Hedge Fund | $417K | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.48 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
- • Portfolio management for businesses/institutional clients
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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗