Kinzie Capital Partners
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Learn more about Kinzie Capital Partners
Overview
Kinzie Capital Partners is an advisory firm located in Chicago, Illinois. The company has $260.3 million in total assets over six client accounts, making it a mid-tier firm in the nation by assets under management (AUM). Kinzie Capital Partners has a small team, including 8 financial advisors. Kinzie Capital Partners is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as options, bonds and equities.
Kinzie Capital Partners administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments are made by an investment advisor without requiring the client's approval. The investment advisory firm's average account size is $43.4 million. The average financial advisor at Kinzie Capital Partners oversees fewer than one client account, placing it among the most personalized firms in the country.
The company's headquarters is located at 20 N. Clark Street, Chicago, Illinois 60602.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kinzie Capital Partners by the Numbers
$260.3 million
11
6
$43.4 million
Fee Structure
Fees for financial advice usually vary depending on the type of services provided. However, fee types charged by the company can include the following fee structures: asset-based, performance-based or other. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a single 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 company works with pooled investment vehicles. Out of its six customers, Kinzie Capital Partners's biggest client type is pooled investment vehicles. None of the firm's customers are represented by non-U.S. persons.
- 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
Kinzie Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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