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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BATES, JEFFREY, PAUL | I | SENIOR MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| BATES, JEFFREY, PAUL | I | SENIOR MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| BATES, JEFFREY, PAUL | I | MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| BATES, JEFFREY, PAUL | I | SENIOR MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| BATES, JEFFREY, PAUL | I | SENIOR MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| BATES, JEFFREY, PAUL | I | SENIOR MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| MARSHALL, JOHN, ALBERT IV | I | MEMBER | NA | |
| SALZMAN, JACK, LEWIS | I | MANAGING PARTNER | E | Control |
| SALZMAN, JACK, LEWIS | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | E | Control |
| SALZMAN, JACK, LEWIS | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | E | Control |
| SALZMAN, JACK, LEWIS | I | MANAGING PARTNER | E | Control |
| SALZMAN, JACK, LEWIS | I | MANAGING PARTNER | E | Control |
| SALZMAN, JACK, LEWIS | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | E | Control |
| SALZMAN, JACK, LEWIS | I | MANAGING PARTNER | E | Control |
| SALZMAN, JACK, LEWIS | I | MANAGING PARTNER | E | Control |
| SALZMAN, JACK, LEWIS | I | MANAGING PARTNER | E | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BATES, JEFFREY, PAUL | I | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| SALZMAN, JACK, LEWIS | I | SR. MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | SENIOR MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | SENIOR MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | SENIOR MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | SENIOR MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | SR. MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | SENIOR MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | SENIOR MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | SENIOR MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | SENIOR MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | SENIOR MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | SENIOR MANAGING PARTNER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
| SALZMAN, JACK, LEWIS | I | MANAGER | D | Control |
Registrations
Federal
IA
Mar 24, 2022 REGISTERED
Notice Filings (18)
AL AR CA CO FL GA IL LA MA MD MO NH NJ NY OH TN TX VT
Address
60 CUTTERMILL ROADSUITE 516
GREAT NECK, NY 11021
United States
Phone: 516-439-5100