# KIMBALL, LLC

KIMBALL, LLC is an Asset Manager based in Fort Worth, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** Fort Worth, TX, United States
- **Founded:** 1998
- **Assets under management:** $100M - $500M (Altss estimate)
- **Website:** kimballinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/kimball-international

## Regulatory record

- **CRD number:** 284902
- **SEC file number:** 802-108446
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284902

## About

KIMBALL, LLC was founded in 1998 by Kay Kimball, who established the firm in Fort Worth, Texas, as an independent investment vehicle. Unlike family offices formed around a single liquidity event or legacy fortune, Kimball built the firm as a principal investment platform from inception, operating with a lean, relationship-driven model. The firm's roots are in the Texas and Southwest markets, where its origination networks were developed over decades. The firm invests its capital directly, targeting opportunities across commercial real estate, energy-sector credit, and structured private lending. Investments have historically included income-producing multifamily and industrial properties, non-operated working interests in oil and gas development, and private bridge loans secured by hard assets. Kimball's mandate favors cash-flowing assets with tangible collateral rather than speculative technology or venture-stage bets. While the firm does not publicly disclose its full portfolio, its strategy is consistent with a value-oriented, hard-asset investment philosophy common to well-established private capital allocators in the Southwest region. Team size and total deployment figures are not publicly disclosed. Over the firm's 25-plus-year history, its capital base has been organically grown through reinvestment rather than outside fundraising, a structure that aligns with a family-run or closely-held principal investment office. What structurally distinguishes Kimball is its longevity under single-founder leadership in a region where competing firms of its vintage have largely consolidated or sold to larger platforms. Its ability to remain independent while deploying capital across three distinct private asset classes — real estate, energy credit, and private lending — without external fund marketing pressures is a genuine rarity. This independence enables flexible hold periods and opportunistic deal-making outside of institutional fund-cycle constraints.

## Sectors

- Real Estate
- Private Credit
- Energy Transition & Renewables

## People

- Kay Kimball — Founder & Portfolio Manager
- David Kimball — Principal

## Related profiles

- [Kevin Hebson & Company](https://altss.com/profile/kevin-hebson-and-company)
- [Family Life Financial Planning](https://altss.com/profile/family-life-financial-planning)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/kimball-llc

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