DFX Intelligence

Data Factory

RIA / WealthPrivate fundprivate equity fund3(c)(1)3(c)(7)

KINGSWOOD CAPITAL OPPORTUNITIES FUND II, L.P.

advised by KINGSWOOD CAPITAL MANAGEMENT, L.P.

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c129a3d-83c2-21d2-57e3-ea19261fecb9

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2023 to Mar 28, 2024
3 observations

Across DFX

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

Private Equityidentity

Kingswood Capital Opportunities Fund II, L.P.

Private equity fund · shared adv fund id

Facts

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

Adviser: KINGSWOOD CAPITAL MANAGEMENT, L.P.CRD 304649
Fund type: Private Equity Fund
Latest reported GAV: $240Mgross asset value on Schedule D 7.B(1), as of 2024-03-28; never fund size
Peak reported GAV: $323M
Beneficial owners: 53
Minimum investment: $0
Owned by the adviser: 400%
Owned by funds of funds: 6700%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-443330an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 31, 2023
Last reported: Mar 28, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-5626140701

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 28, 2024	$240M	53	$0	400.0%	yes	KINGSWOOD CAPITAL OPPORTUNITIES FUND II, L.P.
Apr 20, 2023	$323M	53	$0	400.0%	yes	KINGSWOOD CAPITAL OPPORTUNITIES FUND II, L.P.
Mar 31, 2023	$323M	53	$0	400.0%	yes	KINGSWOOD CAPITAL OPPORTUNITIES FUND II, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BMO HARRIS BANK	BMO HARRIS BANK N.A.	Chicago	Illinois	United States	no	n/a

Relationships

Advises (1)

← KINGSWOOD CAPITAL MANAGEMENT, L.P.Registered adviserPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c129a3d-83c2-21d2-57e3-ea19261fecb9
First observed: Mar 31, 2023
Last observed: Mar 28, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed 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 OPPORTUNITIES FUND II, L.P.

advised by KINGSWOOD CAPITAL MANAGEMENT, L.P.

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c129a3d-83c2-21d2-57e3-ea19261fecb9

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 28, 2024

$240M

400.0%

yes

KINGSWOOD CAPITAL OPPORTUNITIES FUND II, L.P.

Apr 20, 2023

$323M

400.0%

yes

KINGSWOOD CAPITAL OPPORTUNITIES FUND II, L.P.

Mar 31, 2023

$323M

400.0%

yes

KINGSWOOD CAPITAL OPPORTUNITIES FUND II, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

BMO HARRIS BANK

BMO HARRIS BANK N.A.

Chicago

Illinois

United States

n/a