The KI CAPITAL WEALTH MANAGEMENT US is a privately held investment adviser that advises $145.85mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. KI CAPITAL WEALTH MANAGEMENT US 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 2,917.18% over the last 3-years.
The Group has been registered with the SEC for 0.02 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2980 MCFARLANE ROAD, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees increased by 66.67% over the last 4-years.
Their $145.85mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 7 other accounts. Assets of Corporations or Other Businesses clients own $105.62mn or 72.42% of Total Assets and High Net Worth Individuals own $21.9mn or 15.02% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
KI CAPITAL WEALTH MANAGEMENT US names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.