KINGS PATH PARTNERS LLC
CRD #269876 SEC #801-107995 SUGAR LAND, TX (832) 500-3101
SEC Registered
Total AUM
$1.3B
Discretionary
$415.6M
Employees
7
Clients
10
Accounts
506
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $1.3B | $415.6M | $854.6M | 7 | 5 |
| Nov 2024 | $1.1B | $289.9M | $770.7M | 6 | 1 |
| Oct 2024 | $1.1B | $289.9M | $770.7M | 6 | 1 |
| Aug 2024 | $1.1B | $289.9M | $770.7M | 6 | 1 |
| Jul 2024 | $1.1B | $289.9M | $770.7M | 6 | 1 |
| Feb 2024 | $1.1B | $289.9M | $770.7M | 6 | 1 |
| Feb 2024 | $981.3M | $199.6M | $781.7M | 7 | 1 |
| Apr 2023 | $981.3M | $199.6M | $781.7M | 7 | 1 |
| Mar 2023 | $981.3M | $199.6M | $781.7M | 7 | 1 |
| Mar 2023 | $981.3M | $199.6M | $781.7M | 7 | 1 |
| Nov 2022 | $745.9M | $203.3M | $542.6M | 6 | 1 |
| Mar 2022 | $745.9M | $203.3M | $542.6M | 6 | 1 |
| Mar 2021 | $682.5M | $161.8M | $520.7M | 5 | 4 |
| Oct 2020 | $607M | $131.3M | $475.7M | 5 | 62 |
| Oct 2020 | $607M | $131.3M | $475.7M | 5 | 62 |
| Jul 2020 | $607M | $131.3M | $475.7M | 6 | 0 |
| Jun 2020 | $607M | $131.3M | $475.7M | 6 | 0 |
| Jan 2020 | $607M | $131.3M | $475.7M | 6 | 0 |
| Oct 2019 | $588.5M | $125.7M | $462.8M | 5 | 0 |
| Mar 2019 | $580.9M | $130.8M | $450.1M | 4 | 0 |
| Jan 2019 | $550.5M | $112.3M | $438.3M | 4 | 0 |
| Mar 2018 | $543.9M | $102.6M | $441.3M | 4 | 0 |
| Aug 2017 | $462.6M | $54.2M | $408.4M | 4 | 11 |
| May 2017 | $462.6M | $54.2M | $408.4M | 3 | 11 |
| Apr 2017 | $462.6M | $54.2M | $408.4M | 3 | 11 |
| Apr 2017 | $462.6M | $54.2M | $408.4M | 3 | 11 |
| Jun 2016 | $345.9M | $345.9M | $0 | 3 | 1 |
| Jun 2016 | $345.9M | $345.9M | $0 | 3 | 1 |
| Jun 2016 | $345.9M | $345.9M | $0 | 3 | 1 |
DateJan 2025
Total AUM$1.3B
Discretionary$415.6M
Non-Disc.$854.6M
Employees7
Clients5
DateNov 2024
Total AUM$1.1B
Discretionary$289.9M
Non-Disc.$770.7M
Employees6
Clients1
DateOct 2024
Total AUM$1.1B
Discretionary$289.9M
Non-Disc.$770.7M
Employees6
Clients1
DateAug 2024
Total AUM$1.1B
Discretionary$289.9M
Non-Disc.$770.7M
Employees6
Clients1
DateJul 2024
Total AUM$1.1B
Discretionary$289.9M
Non-Disc.$770.7M
Employees6
Clients1
DateFeb 2024
Total AUM$1.1B
Discretionary$289.9M
Non-Disc.$770.7M
Employees6
Clients1
DateFeb 2024
Total AUM$981.3M
Discretionary$199.6M
Non-Disc.$781.7M
Employees7
Clients1
DateApr 2023
Total AUM$981.3M
Discretionary$199.6M
Non-Disc.$781.7M
Employees7
Clients1
DateMar 2023
Total AUM$981.3M
Discretionary$199.6M
Non-Disc.$781.7M
Employees7
Clients1
DateMar 2023
Total AUM$981.3M
Discretionary$199.6M
Non-Disc.$781.7M
Employees7
Clients1
DateNov 2022
Total AUM$745.9M
Discretionary$203.3M
Non-Disc.$542.6M
Employees6
Clients1
DateMar 2022
Total AUM$745.9M
Discretionary$203.3M
Non-Disc.$542.6M
Employees6
Clients1
DateMar 2021
Total AUM$682.5M
Discretionary$161.8M
Non-Disc.$520.7M
Employees5
Clients4
DateOct 2020
Total AUM$607M
Discretionary$131.3M
Non-Disc.$475.7M
Employees5
Clients62
DateOct 2020
Total AUM$607M
Discretionary$131.3M
Non-Disc.$475.7M
Employees5
Clients62
DateJul 2020
Total AUM$607M
Discretionary$131.3M
Non-Disc.$475.7M
Employees6
Clients0
DateJun 2020
Total AUM$607M
Discretionary$131.3M
Non-Disc.$475.7M
Employees6
Clients0
DateJan 2020
Total AUM$607M
Discretionary$131.3M
Non-Disc.$475.7M
Employees6
Clients0
DateOct 2019
Total AUM$588.5M
Discretionary$125.7M
Non-Disc.$462.8M
Employees5
Clients0
DateMar 2019
Total AUM$580.9M
Discretionary$130.8M
Non-Disc.$450.1M
Employees4
Clients0
DateJan 2019
Total AUM$550.5M
Discretionary$112.3M
Non-Disc.$438.3M
Employees4
Clients0
DateMar 2018
Total AUM$543.9M
Discretionary$102.6M
Non-Disc.$441.3M
Employees4
Clients0
DateAug 2017
Total AUM$462.6M
Discretionary$54.2M
Non-Disc.$408.4M
Employees4
Clients11
DateMay 2017
Total AUM$462.6M
Discretionary$54.2M
Non-Disc.$408.4M
Employees3
Clients11
DateApr 2017
Total AUM$462.6M
Discretionary$54.2M
Non-Disc.$408.4M
Employees3
Clients11
DateApr 2017
Total AUM$462.6M
Discretionary$54.2M
Non-Disc.$408.4M
Employees3
Clients11
DateJun 2016
Total AUM$345.9M
Discretionary$345.9M
Non-Disc.$0
Employees3
Clients1
DateJun 2016
Total AUM$345.9M
Discretionary$345.9M
Non-Disc.$0
Employees3
Clients1
DateJun 2016
Total AUM$345.9M
Discretionary$345.9M
Non-Disc.$0
Employees3
Clients1