# Kingsbury Capital Investment Advisors: portfolio, investments and team > Kingsbury Capital Investment Advisors is an investment firm. 1 investment on record, latest Oct 2002. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/kingsbury-capital-investment-advisors (Millionrounds; every figure on the page links to its filing or article) [Investor](https://millionrounds.com/investors) # Kingsbury Capital Investment Advisors Last cheque observed Oct 2002. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet Investment firm Venture Impact Investing Retirement Wealth Management Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **8781** days **00** hrs **00** min **00** sec Median round **$9.4M** Rounds led **0 of 1** Pitch Kingsbury Capital Investment Advisors ## Kingsbury Capital Investment Advisors highlights - 01 1 rounds on record - 02 Mostly Venture: 100% of its rounds ## What they do - **Type:** Investment firm (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Impact Investing Retirement Wealth Management - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2002** 1 round - **Oct** **[Alteer](https://millionrounds.com/company/alteer)** Venture **$9.4M** With 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 registration **3 named** AD **Asher Dov Wolmark** Managing Member i Form ADV DG **Daniel Gerard Finnerty** Chief Operating Officer and Chief Financial Officer i Form ADV WD **William David Vellon** CEO & CCO i Form 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 **$162M** assets it manages Oct 2026 **Registered** investment adviser full 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 - DHC 2016 LLC *Private equity* 13 investors $650K ## The cheque Venture Median round joined **$9.4M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Oct 2002 Rounds by stage said on their site - Venture *1* **Pitching Kingsbury Capital Investment Advisors?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## 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. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=kingsbury-capital-investment-advisors) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=kingsbury-capital-investment-advisors)