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Private equityFirmbuyoutmiddle market

Kingswood Capital Management, L.P.

Private Equity

Los Angeles, CA

Kingswood is a firm that focuses on “win-win” partnerships with strong underlying businesses where we can help drive significant improvement.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:abb20de2-c53d-48eb-8018-7150c7f17949

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 84
Dated events: 22
On other graphs: 2
Observed: Sep 13, 2026 to Sep 16, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Kingswood Capital Management, L.P.

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

KINGSWOOD CAPITAL MANAGEMENT, L.P.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 12
PE funds: 12
Vintages: 2019 to 2023
PE GAV, 2024 filing: $1.2Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.7B
Investments: 25
Active investments: 22
Size band: MIDDLE MARKETderivedproxy: $1.23bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Latest ADV filing: Mar 28, 2024
Employees (ADV): 21
Website: kingswood-capital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Kingswood Capital Opportunities Fund II, L.P.	2023	Unknown	Private Equity Fund	n/a	$240M
Kingswood Capital Opportunities Fund Ii-A, L.P.	2023	Unknown	Private Equity Fund	n/a	$211M
SM Aggregator, LLC	2023	Unknown	Private Equity Fund	n/a	$190M
Axle Aggregator, LLC	2020	Harvest	Private Equity Fund	n/a	$37,278
Kingwood Wave Aggregator, LP	2019	Wound down	Private Equity Fund	n/a	$714
Kingswood Capital Opportunities Fund I-A, L.P.	2019	Unknown	Private Equity Fund	n/a	$124M
Kingswood Capital Opportunities Fund I, L.P.	2019	Unknown	Private Equity Fund	n/a	$372M
Kingswood Genesis Fund I Holdings, LLC	2019	Active deployment	Private Equity Fund	n/a	$24.1M
Kingswood Capital I, L.P.	n/a	Active deployment	Private Equity Fund	n/a	$71.8M
Axle Holding Company, LLC	n/a	Unknown	Private Equity Fund	n/a	$8.4M
Kingswood Genesis Fund I, LLC	n/a	Unknown	Private Equity Fund	n/a	$35.1M
Kingswood Opportunity Fund I, LLC	n/a	Wound down	Private Equity Fund	n/a	$1,179

Investments

Company	State	Role	Control	Invested	Exited	Status
Identity Theft Guard Solutions, Inc.	Or	platform	control	Apr 1, 2025	n/a	active
white Senture	n/a	unknown	unknown	n/a	n/a	exited
Branding Iron Holdings	n/a	unknown	unknown	n/a	n/a	active
Coleto Brands	n/a	unknown	unknown	n/a	n/a	active
person working on car batteries	n/a	unknown	unknown	n/a	n/a	active
Two people in wheelchairs	n/a	unknown	unknown	n/a	n/a	active
G Fuel	n/a	unknown	unknown	n/a	n/a	active
idX	n/a	unknown	unknown	n/a	n/a	active
Infotree Global Solutions	n/a	unknown	unknown	n/a	n/a	active
Kodak Alaris	n/a	unknown	unknown	n/a	n/a	active
Lind Marine	n/a	unknown	unknown	n/a	n/a	exited
Mountain Equipment Company	n/a	unknown	unknown	n/a	n/a	active
Obsession Holdings	n/a	unknown	unknown	n/a	n/a	active
One X Covenant Testing Technologies	n/a	unknown	unknown	n/a	n/a	active
package design	n/a	unknown	unknown	n/a	n/a	active
chemicals in dishes	n/a	unknown	unknown	n/a	n/a	active
Person with respirator on	n/a	unknown	unknown	n/a	n/a	active
Rave Aerospace	n/a	unknown	unknown	n/a	n/a	active
The Save Mart Companies	n/a	unknown	unknown	n/a	n/a	exited
Soulshine Farms	n/a	unknown	unknown	n/a	n/a	active
Support Services Group	n/a	unknown	unknown	n/a	n/a	active
Turbo Wholesale Tires	n/a	unknown	unknown	n/a	n/a	active
Versar	n/a	unknown	unknown	n/a	n/a	active
The Vitamin Shoppe	n/a	unknown	unknown	n/a	n/a	active
World Market	n/a	unknown	unknown	n/a	n/a	active

Relationships

showing 80 of 84

Invested in (25)

→ Identity Theft Guard Solutions, Inc.Companyplatform
Apr 1, 2025 to presentfactDFX's own graph, News and newswire
→ Rave AerospaceCompanyunknown
factThe subject's own site
→ World MarketCompanyunknown
factThe subject's own site
→ The Vitamin ShoppeCompanyunknown
factThe subject's own site
→ VersarCompanyunknown
factThe subject's own site
→ Turbo Wholesale TiresCompanyunknown
factThe subject's own site
→ Support Services GroupCompanyunknown
factThe subject's own site
→ Soulshine FarmsCompanyunknown
factThe subject's own site
→ The Save Mart CompaniesCompanyunknown
factThe subject's own site
→ Branding Iron HoldingsCompanyunknown
factThe subject's own site
→ Coleto BrandsCompanyunknown
factThe subject's own site
→ person working on car batteriesCompanyunknown
factThe subject's own site
→ Two people in wheelchairsCompanyunknown
factThe subject's own site
→ G FuelCompanyunknown
factThe subject's own site
→ idXCompanyunknown
factThe subject's own site
→ Infotree Global SolutionsCompanyunknown
factThe subject's own site
→ Kodak AlarisCompanyunknown
factThe subject's own site
→ Lind MarineCompanyunknown
factThe subject's own site
→ Mountain Equipment CompanyCompanyunknown
factThe subject's own site
→ Obsession HoldingsCompanyunknown
factThe subject's own site
→ One X Covenant Testing TechnologiesCompanyunknown
factThe subject's own site
→ package designCompanyunknown
factThe subject's own site
→ white SentureCompanyunknown
factThe subject's own site
→ chemicals in dishesCompanyunknown
factThe subject's own site
→ Person with respirator onCompanyunknown
factThe subject's own site

Employs (41)

→ Oliver QuinteroPersonVice President
factThe subject's own site
→ Alex WolfPersonManaging Partner
factThe subject's own site
→ Michael NiegschPersonPartner
factThe subject's own site, News and newswire
→ James RennaPersonSenior Advisor, Portfolio Operations
factThe subject's own site
→ Ivane Devan ChouPersonChief Compliance Officer And Chief Financial Officer
Aug 1, 2021 to presentfactForm ADV, The subject's own site
→ Bob MillerPersonSenior Advisor
factThe subject's own site
→ Andrew KovachPersonPartner
factThe subject's own site
→ Clayton LechleiterPersonManaging Director
factThe subject's own site
→ Mohammed KhalilPersonManaging Director
factThe subject's own site
→ Bob CirilloPersonPrincipal
factThe subject's own site
→ Evelyn Hoffman-HarlandPersonPrincipal
factThe subject's own site
→ Derrek RossPersonPrincipal
factThe subject's own site
→ Merche del VallePersonChief Talent Officer
factThe subject's own site
→ Allister AaronPersonPrincipal, Portfolio Operations
factThe subject's own site
→ Gerred LinkPersonPrincipal, Business Development
factThe subject's own site
→ Ryan KammPersonVice President
factThe subject's own site
→ Brandon SucalditoPersonVice President
factThe subject's own site
→ Will KershPersonVice President, Portfolio Operations
factThe subject's own site
→ Brandon ParkPersonVice President, Portfolio Operations
factThe subject's own site
→ T.J. WilcopPersonVice President, Portfolio Operations
factThe subject's own site
→ Lina AluzriPersonSenior Associate
factThe subject's own site
→ Ben PalmerPersonSenior Associate
factThe subject's own site
→ Jerrit AndersonPersonFP&A, Portfolio Operations
factThe subject's own site
→ Chris CramletPersonFP&A, Portfolio Operations
factThe subject's own site
→ Joshua DurodolaPersonAssociate
factThe subject's own site
→ Aiden GilbertPersonAssociate
factThe subject's own site
→ Jonathan HorriatPersonAssociate
factThe subject's own site
→ Hazzah IsmailPersonAssociate
factThe subject's own site
→ JT KolkePersonAssociate
factThe subject's own site
→ Fitz MarrenPersonAssociate
factThe subject's own site
and 11 more

Manages (11)

→ Axle Aggregator, LLCFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Kingswood Capital Opportunities Fund II, L.P.FundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Kingswood Capital Opportunities Fund Ii-A, L.P.FundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Kingswood Capital Opportunities Fund I, L.P.FundPrivate Equity Fund
Dec 24, 2019 to presentfactForm ADV
→ SM Aggregator, LLCFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Kingwood Wave Aggregator, LPFundPrivate Equity Fund
Dec 24, 2019 to presentfactForm ADV
→ Kingswood Capital Opportunities Fund I-A, L.P.FundPrivate Equity Fund
Dec 24, 2019 to presentfactForm ADV
→ Kingswood Genesis Fund I, LLCFundPrivate Equity Fund
Jul 27, 2019 to presentfactForm ADV
→ Axle Holding Company, LLCFundPrivate Equity Fund
Jul 27, 2019 to presentfactForm ADV
→ Kingswood Opportunity Fund I, LLCFundPrivate Equity Fund
Jul 27, 2019 to presentfactForm ADV
→ Kingswood Capital I, L.P.FundPrivate Equity Fund
Jul 27, 2019 to presentfactForm ADV

Dated events

15 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 1, 2025
Platform investment
Stellus Capital Management, LLC Provides Unitranche Financing in Support of Kingswood Capital Management's Investment in IDX
Identity Theft Guard Solutions, Inc.News and newswireobserved 4 days ago
Occurred
Apr 1, 2025
Transaction announced
Stellus Capital Management, LLC Provides Unitranche Financing in Support of Kingswood Capital Management's Investment in IDX
News and newswireobserved 4 days ago
Occurred
Sep 8, 2021
Person left
Lauren Zhou Pan (Chief Compliance Officer) no longer on Schedule A of Kingswood Capital Management, L.P.
Form ADVobserved 5 days ago
Occurred
Aug 1, 2021
Person joined
Ivane Devan Chou joined Schedule A of Kingswood Capital Management, L.P. as Chief Compliance Officer And Chief Financial Officer
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Person left
Michael Allen Niegsch (Chief Compliance Officer) no longer on Schedule A of Kingswood Capital Management, L.P.
Form ADVobserved 5 days ago
Occurred
Mar 1, 2020
Person joined
Lauren Zhou Pan joined Schedule A of Kingswood Capital Management, L.P. as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Jul 27, 2019
Adviser first adv filing
Kingswood Capital Management, L.P. first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 15 bookkeeping events

Occurred
Apr 17, 2026
Kingswood Capital Management, L.P.: Private Equity Funds on Form ADV 8 (2024 extract) -> 15 (roster 2026-09-01)
Occurred
Mar 31, 2023
Kingswood Capital Opportunities Fund Ii-A, L.P. first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund), GAV $285,704,955
Occurred
Mar 31, 2023
SM Aggregator, LLC first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund), GAV $391,848,376
Occurred
Mar 31, 2023
Kingswood Capital Opportunities Fund II, L.P. first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund), GAV $323,129,200
Occurred
Mar 29, 2022
Fund 805-9378192950 no longer reported on Form ADV by Kingswood Capital Management, L.P.
Occurred
Mar 29, 2022
Fund 805-8553894606 no longer reported on Form ADV by Kingswood Capital Management, L.P.
Occurred
Mar 30, 2020
Axle Aggregator, LLC first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund), GAV $700,000
Occurred
Dec 24, 2019
Kingswood Capital Opportunities Fund I-A, L.P. first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund)
Occurred
Dec 24, 2019
Kingswood Capital Opportunities Fund I, L.P. first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund)
Occurred
Dec 24, 2019
Kingswood Genesis Fund I Holdings, LLC first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund)
Occurred
Dec 24, 2019
Kingwood Wave Aggregator, LP first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund)
Occurred
Jul 27, 2019
Kingswood Capital I, L.P. first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund)
Occurred
Jul 27, 2019
Axle Holding Company, LLC first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund), GAV $8,450,000
Occurred
Jul 27, 2019
Kingswood Genesis Fund I, LLC first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund), GAV $21,792,309
Occurred
Jul 27, 2019
Kingswood Opportunity Fund I, LLC first reported on Form ADV by Kingswood Capital Management, L.P. (Private Equity Fund), GAV $35,113,021

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Oliver Quintero
Vice President · Revealable: 1 professional profile (firm website)
Alex Wolf
Managing Partner · Revealable: 1 professional profile (firm website)
Michael Niegsch
Partner · Revealable: 1 professional profile (firm website)
James Renna
Senior Advisor, Portfolio Operations · Revealable: 1 professional profile (firm website)
Ivane Devan Chou
Chief Compliance Officer And Chief Financial Officer · Revealable: 1 professional profile (firm website)
Bob Miller
Senior Advisor · Revealable: 1 professional profile (firm website)
Andrew Kovach
Partner · Revealable: 1 professional profile (firm website)
Clayton Lechleiter
Managing Director · Revealable: 1 professional profile (firm website)
Mohammed Khalil
Managing Director · Revealable: 1 professional profile (firm website)
Bob Cirillo
Principal · Revealable: 1 professional profile (firm website)
Evelyn Hoffman-Harland
Principal · Revealable: 1 professional profile (firm website)
Derrek Ross
Principal · Revealable: 1 professional profile (firm website)
Merche del Valle
Chief Talent Officer · Revealable: 1 professional profile (firm website)
Allister Aaron
Principal, Portfolio Operations · Revealable: 1 professional profile (firm website)
Gerred Link
Principal, Business Development · Revealable: 1 professional profile (firm website)
Ryan Kamm
Vice President · Revealable: 1 professional profile (firm website)
Brandon Sucaldito
Vice President · Revealable: 1 professional profile (firm website)
Will Kersh
Vice President, Portfolio Operations · Revealable: 1 professional profile (firm website)
Brandon Park
Vice President, Portfolio Operations · Revealable: 1 professional profile (firm website)
T.J. Wilcop
Vice President, Portfolio Operations · Revealable: 1 professional profile (firm website)
Lina Aluzri
Senior Associate · Revealable: 1 professional profile (firm website)
Ben Palmer
Senior Associate · Revealable: 1 professional profile (firm website)
Jerrit Anderson
FP&A, Portfolio Operations · Revealable: 1 professional profile (firm website)
Chris Cramlet
FP&A, Portfolio Operations · Revealable: 1 professional profile (firm website)
Joshua Durodola
Associate · Revealable: 1 professional profile (firm website)
Aiden Gilbert
Associate · Revealable: 1 professional profile (firm website)
Jonathan Horriat
Associate · Revealable: 1 professional profile (firm website)
Hazzah Ismail
Associate · Revealable: 1 professional profile (firm website)
JT Kolke
Associate · Revealable: 1 professional profile (firm website)
Fitz Marren
Associate · Revealable: 1 professional profile (firm website)
Max McKhann
Associate · Revealable: 1 professional profile (firm website)
Matthew Rosenfield
Associate · Revealable: 1 professional profile (firm website)
Michael Shemian
Associate · Revealable: 1 professional profile (firm website)
Evan Skaff
Associate · Revealable: 1 professional profile (firm website)
Aaron Miki
Head of Tax · Revealable: 1 professional profile (firm website)
Mikel Pers
VP, Finance and Accounting · Revealable: 1 professional profile (firm website)
Bruce Aiken
Controller · Revealable: 1 professional profile (firm website)
Andrea Wordlaw
Accountant · Revealable: 1 professional profile (firm website)
Evelyn Selzer
Office Manager and Compliance Analyst · Revealable: 1 professional profile (firm website)
Rachel Parks
Executive Assistant · Revealable: 1 professional profile (firm website)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:abb20de2-c53d-48eb-8018-7150c7f17949
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Kingswood Capital Management, L.P.

Private Equity

Los Angeles, CA

Kingswood is a firm that focuses on “win-win” partnerships with strong underlying businesses where we can help drive significant improvement.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:abb20de2-c53d-48eb-8018-7150c7f17949

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.