The KM CAPITAL MANAGEMENT is a privately held investment adviser that advises $374.42mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. KM CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 52.79% over the last 5-years.
The Group has been registered with the SEC for 9.31 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1701 DIRECTORS BLVD. STE. 370, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 4 investment and 5 non-investment staff. The total number of Employees increased by 28.57% over the last 5-years.
Their $374.42mn in assets advised are owned by 11 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $294.42mn or 78.63% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $72.33mn or 19.32% of Total Assets.
The Group's top investment strategies include Real Estate and Traditional LBO, representing nan% and nan% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 3 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
KM CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.