Investor

Kingsbury Capital Investment Advisors

Last cheque observed Oct 2002. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

QuietInvestment firm

VentureImpact InvestingRetirementWealth Management

Cheques on record
0%of best year0cheques in 12 months, 1 on record
Since the last cheque8781days00hrs00min00sec
Median round$9.4MRounds led0 of 1
Pitch Kingsbury Capital Investment Advisors

Kingsbury Capital Investment Advisors highlights

  1. 01

    1 rounds on record

  2. 02

    Mostly Venture: 100% of its rounds

What they do

Type
Investment firm (from a list, unverified)
Cheque size
Not stated
Sectors
Impact InvestingRetirementWealth Management
Cold pitches
Not stated

The record

Every round we can evidence, newest first1 appearances

  1. 2002

    1 round

  2. Oct
    AlteerVenture$9.4MWith 4 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration3 named

ADAsher Dov WolmarkManaging MemberiForm ADV
DGDaniel Gerard FinnertyChief Operating Officer and Chief Financial OfficeriForm ADV
WDWilliam David VellonCEO & CCOiForm ADV

We also hold 3 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$162Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Kingsbury Capital Investment Advisors LLC
SEC number
CRD 145658

Funds on its Form ADV

1 private fund, $650K in gross assets · filed Mar 2024

  1. DHC 2016 LLCPrivate equity13 investors$650K

Quick answers about Kingsbury Capital Investment Advisors

What does Kingsbury Capital Investment Advisors invest in?

Kingsbury Capital Investment Advisors invests most often at Venture (100% of the rounds on record), in sectors such as Impact Investing, Retirement and Wealth Management.

How active is Kingsbury Capital Investment Advisors?

1 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2002.

How big are Kingsbury Capital Investment Advisors's cheques?

The median round it joins is $9.4M.

Is Kingsbury Capital Investment Advisors investing now?

No investments in the last 12 months; the latest was in Oct 2002.

What kind of investor is Kingsbury Capital Investment Advisors?

Kingsbury Capital Investment Advisors is an investment firm.

How much does Kingsbury Capital Investment Advisors manage?

About $162M, as regulatory assets under management (Oct 2026).

When was Kingsbury Capital Investment Advisors founded?

Kingsbury Capital Investment Advisors was founded in 2007.

Where does this information on Kingsbury Capital Investment Advisors come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it