Kps Capital Partners, LP (New York)

Name: Kps Capital Partners, LP
Address: 485 Lexington Ave., New York, NY, 10017
Telephone: 212-338-5100

Kps Capital Partners, LP is a large advisory firm based in New York. It manages $5.13 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2012.

Kps Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kps Capital Partners: assets under management

The assets under management (AUM) of Kps Capital Partners, LP is $5.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 84% since the beginning of its operation, and $4.62 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $5.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $342.15 million each.

Kps Capital Partners has custody of $2.3 billion in cash and securities for 15 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kps Capital Partners, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kps Capital Partners serves?

The only and largest group of clients of Kps Capital Partners is pooled investment vehicles with 15 clients and $5.13 billion of assets under management. Among the 7 most similar advisory firms, Kps Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.13 billion for 15 clients. 53% of the firm’s clients are foreign persons or businesses.

Kps Capital Partners also advises several private funds. Namely, thirteen private equity funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Kps Capital Partners, LP

The company employs 43 people that are either part- or full-time employees. 84 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Paul Shapiro	Managing partner/limited partner	1 Dec 2006	25% - 50%	1991114
Michael George Psaros	Managing partner/limited partner	1 Dec 2006	25% - 50%	2754608
Raquel Vargas Palmer	Partner/limited partner	1 Dec 2006	25% - 50%	2755066
Stephen Edward Hoey	Chief financial officer and administrative partner	1 Dec 2006	Other	5934147
Llc Kps Capital Partners	General partner	1 Dec 2006	Other	42-1719940
Eugene Jacob Keilin	Limited partner	1 Dec 2006	Other	871305
Jay Nmn Bernstein	Partner/limited partner	1 Nov 2007	Other	5934139
Christopher Gail Anderson	Chief compliance officer and counsel	1 Jan 2011	Other	5934148
Dyal Capital Partners Iii (A) Lp	Limited partner	1 Nov 2016	Other	98-1229602
Bhumika Rajnikant Shah	Chief financial officer	1 Feb 2017	Other	6759158
Raquel Vargas Palmer	Managing partner/limited partner	1 Dec 2018	Other	2755066
Kyle Joseph Mumford	Partner	1 Dec 2018	Other	4978397
Ryan Baker	Partner	1 Dec 2018	Other	7087267

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Nb Dyal Associates Iii Lp	General partner	1 Feb 2015	Other	98-1229593
Dyal Iii Us Investors Lp	Limited partner	1 Apr 2015	25% - 50%	47-3351137
Dyal U.S. Iii Llc	Limited partner	1 Apr 2015	50% - 75%	47-3340524
Dyal Iii Offshore Investors Lp	Member	1 Apr 2015	50% - 75%	98-1229599
Dyal Iii Pension Investors Lp	Member	1 Apr 2015	25% - 50%	98-1229733

Based in New York

The principal office where Kps Capital Partners, LP performs its advisory services is located at 485 Lexington Ave., New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-338-5100 or by fax 646-307-7100. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at kpsfund.com/ and its LinkedIn profile.