KINGS POINT CAPITAL MANAGEMENT LLC
CRD #137728 SEC #801-64958 GREAT NECK, NY 516-439-5100
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
17
Clients
101
Accounts
1,334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $1.7B | $1.6B | $57.9M | 17 | 0 |
| Mar 2022 | $1.7B | $1.6B | $57.9M | 17 | 0 |
| May 2021 | $1.4B | $1.3B | $40.8M | 18 | 0 |
| Mar 2021 | $1.4B | $1.3B | $40.8M | 18 | 0 |
| Aug 2020 | $1.1B | $1.1B | $18M | 15 | 0 |
| Jun 2020 | $1.1B | $1.1B | $20.2M | 15 | 0 |
| Mar 2020 | $1.1B | $1.1B | $20.2M | 15 | 0 |
| Dec 2019 | $789.1M | $778.4M | $10.8M | 13 | 0 |
| Sep 2019 | $789.1M | $778.4M | $10.8M | 13 | 0 |
| Jun 2019 | $789.1M | $778.4M | $10.8M | 13 | 0 |
| Mar 2019 | $789.1M | $778.4M | $10.8M | 13 | 0 |
| Nov 2018 | $801.1M | $793.6M | $7.5M | 13 | 0 |
| Oct 2018 | $801.1M | $793.6M | $7.5M | 13 | 0 |
| Apr 2018 | $801.1M | $793.6M | $7.5M | 13 | 0 |
| Mar 2018 | $801.1M | $793.6M | $7.5M | 13 | 0 |
| Mar 2017 | $732.9M | $725.3M | $7.7M | 13 | 200 |
| Sep 2016 | $714.6M | $711.8M | $2.7M | 13 | 100 |
| May 2016 | $714.6M | $711.8M | $2.7M | 13 | 100 |
| Mar 2016 | $714.6M | $711.8M | $2.7M | 13 | 100 |
| Jul 2015 | $638.2M | $636.1M | $2.1M | 13 | 100 |
| Jun 2015 | $638.2M | $636.1M | $2.1M | 13 | 100 |
| Mar 2015 | $638.2M | $636.1M | $2.1M | 13 | 100 |
| Aug 2014 | $564M | $562.1M | $1.9M | 11 | 26 |
| Aug 2014 | $564M | $562.1M | $1.9M | 11 | 26 |
| Jun 2014 | $564M | $562.1M | $1.9M | 11 | 26 |
| Mar 2014 | $564M | $562.1M | $1.9M | 10 | 26 |
| Oct 2013 | $502.6M | $500.1M | $2.5M | 10 | 26 |
| Mar 2013 | $502.6M | $500.1M | $2.5M | 9 | 26 |
| Mar 2012 | $392.3M | $389.9M | $2.3M | 6 | 26 |
| May 2011 | $367.6M | $365.3M | $2.3M | 10 | -- |
| Apr 2010 | $323.4M | $321.3M | $2.1M | 10 | -- |
| Mar 2009 | $252.3M | $251.2M | $1.1M | 10 | -- |
| Nov 2007 | $320M | $320M | $0 | 10 | -- |
| Oct 2007 | $320M | $320M | $0 | 10 | -- |
| Oct 2007 | $320M | $320M | $0 | 10 | -- |
| Feb 2007 | $320M | $320M | $0 | 10 | -- |
| Jan 2006 | $74.8M | $74.8M | $0 | 10 | -- |
| Jan 2006 | $74.8M | $74.8M | $0 | 10 | -- |
| Nov 2005 | $74.8M | $74.8M | $0 | 5 | -- |
DateMar 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$57.9M
Employees17
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$57.9M
Employees17
Clients0
DateMay 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$40.8M
Employees18
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$40.8M
Employees18
Clients0
DateAug 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$18M
Employees15
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$20.2M
Employees15
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$20.2M
Employees15
Clients0
DateDec 2019
Total AUM$789.1M
Discretionary$778.4M
Non-Disc.$10.8M
Employees13
Clients0
DateSep 2019
Total AUM$789.1M
Discretionary$778.4M
Non-Disc.$10.8M
Employees13
Clients0
DateJun 2019
Total AUM$789.1M
Discretionary$778.4M
Non-Disc.$10.8M
Employees13
Clients0
DateMar 2019
Total AUM$789.1M
Discretionary$778.4M
Non-Disc.$10.8M
Employees13
Clients0
DateNov 2018
Total AUM$801.1M
Discretionary$793.6M
Non-Disc.$7.5M
Employees13
Clients0
DateOct 2018
Total AUM$801.1M
Discretionary$793.6M
Non-Disc.$7.5M
Employees13
Clients0
DateApr 2018
Total AUM$801.1M
Discretionary$793.6M
Non-Disc.$7.5M
Employees13
Clients0
DateMar 2018
Total AUM$801.1M
Discretionary$793.6M
Non-Disc.$7.5M
Employees13
Clients0
DateMar 2017
Total AUM$732.9M
Discretionary$725.3M
Non-Disc.$7.7M
Employees13
Clients200
DateSep 2016
Total AUM$714.6M
Discretionary$711.8M
Non-Disc.$2.7M
Employees13
Clients100
DateMay 2016
Total AUM$714.6M
Discretionary$711.8M
Non-Disc.$2.7M
Employees13
Clients100
DateMar 2016
Total AUM$714.6M
Discretionary$711.8M
Non-Disc.$2.7M
Employees13
Clients100
DateJul 2015
Total AUM$638.2M
Discretionary$636.1M
Non-Disc.$2.1M
Employees13
Clients100
DateJun 2015
Total AUM$638.2M
Discretionary$636.1M
Non-Disc.$2.1M
Employees13
Clients100
DateMar 2015
Total AUM$638.2M
Discretionary$636.1M
Non-Disc.$2.1M
Employees13
Clients100
DateAug 2014
Total AUM$564M
Discretionary$562.1M
Non-Disc.$1.9M
Employees11
Clients26
DateAug 2014
Total AUM$564M
Discretionary$562.1M
Non-Disc.$1.9M
Employees11
Clients26
DateJun 2014
Total AUM$564M
Discretionary$562.1M
Non-Disc.$1.9M
Employees11
Clients26
DateMar 2014
Total AUM$564M
Discretionary$562.1M
Non-Disc.$1.9M
Employees10
Clients26
DateOct 2013
Total AUM$502.6M
Discretionary$500.1M
Non-Disc.$2.5M
Employees10
Clients26
DateMar 2013
Total AUM$502.6M
Discretionary$500.1M
Non-Disc.$2.5M
Employees9
Clients26
DateMar 2012
Total AUM$392.3M
Discretionary$389.9M
Non-Disc.$2.3M
Employees6
Clients26
DateMay 2011
Total AUM$367.6M
Discretionary$365.3M
Non-Disc.$2.3M
Employees10
Clients--
DateApr 2010
Total AUM$323.4M
Discretionary$321.3M
Non-Disc.$2.1M
Employees10
Clients--
DateMar 2009
Total AUM$252.3M
Discretionary$251.2M
Non-Disc.$1.1M
Employees10
Clients--
DateNov 2007
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees5
Clients--