Kingsmore Wealth Management

Kingsmore's named principals are not publicly disclosed. The firm operates as a registered investment advisor where investment decisions are likely made by a team of advisors or a chief investment officer, but specific names are absent from public records.

Kingsmore targets high-net-worth families, offering multi-family office services. This includes investment management, financial planning, and estate strategies tailored to each client's needs.

Given its RIA structure, Kingsmore likely focuses on liquid public markets and alternative investments like private equity and real estate. Specific deal stages (e.g., venture capital vs. growth equity) are not publicly outlined.

Kingsmore likely uses separate accounts for clients, investing in third-party funds and direct holdings as appropriate. The firm does not appear to operate its own pooled funds.

Kingsmore is a multi-family office, meaning it serves multiple unrelated families, unlike a single-family office dedicated to one lineage. This allows it to pool resources for advisory services while maintaining separate account structures.