Ksl Capital Partners
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Overview
Ksl Capital Partners operates as a financial advisor company headquartered in Denver, Colorado. Ksl Capital Partners handles $21.0 billion in total assets over 45 accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). It has a large group, including 72 financial advisors. Ksl Capital Partners does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like stocks, options and bonds.
Ksl Capital Partners manages more than half of the company's client assets on a discretionary basis. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without needing the customer's approval. Ksl Capital Partners also manages five non-discretionary accounts totaling $3.8 billion in AUM. The company's average account size is $465.9 million. An average advisor at Ksl Capital Partners administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Ksl Capital Partners's main office is at 100 St. Paul Street, Denver, Colorado 80206. The company is registered to serve investors across a few states, including Colorado, Connecticut and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ksl Capital Partners by the Numbers
$21.0 billion
114
45
$465.9 million
Fee Structure
Financial advisory fees depend on the services provided. However, fees charged by the firm can consist of some blend of the following fee types: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles and sovereign wealth funds. Out of its 45 accounts, Ksl Capital Partners's biggest client by number of accounts is pooled investment vehicles. Just 7% of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ksl Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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