KCL CAPITAL, L.P.

HTTPS://WWW.KCLCAPITAL.COM/ NEW YORK, NY Investment Advisor How do I update this listing?

KCL Capital is based out of New York. KCL Capital is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $102,862,822 (Form ADV from 2018-02-20). Their last reported 13F filing for Q4 2018 included $124,618,000 in managed 13F securities and a top 10 holdings concentration of 83.68%. KCL Capital's largest holding is iShares Transportation Average ETF with shares held of 350,000. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 15.98%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

KCL CAPITAL, L.P.
Classified as Hedge Fund
600 LEXINGTON AVENUE 28TH FLOOR
NEW YORK NY    10022
Country: United States

Business Phone: 212-901-3400
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 11
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 102,863,000
Total Number of Clients: 3
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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KCL CAPITAL, L.P.

ownership team - last updated 2017-10-18
Name Title Start Date Direct/Indirect % Ownership
COTTRELL, KEVIN, JOHN LIMITED PARTNER 04/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KCL CAPITAL, LP MEMBER indirect 2017-04-01
KCL CAPITAL, LP LIMITED PARTNER direct 2017-04-01
KCL PARTNERS, LLC GENERAL PARTNER 04/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
KCL CAPITAL, LP GENERAL PARTNER direct 2017-04-01
LASUSA, CHRISTOPHER LIMITED PARTNER 04/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KCL CAPITAL, LP MEMBER indirect 2017-04-01
KCL CAPITAL, LP LIMITED PARTNER direct 2017-04-01
SCHLAFMAN, JONATHAN, ERIC PAHL CHIEF OPERATING OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
KCL CAPITAL, LP CHIEF OPERATING OFFICER direct 2017-07-01
MURPHY, CHARLES CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
COURTSIDE CAPITAL LLC CFO, COO, CCO direct 2005-01-01
FOXHILL CAPITAL PARTNERS, LLC CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2006-08-01
LITESPEED MANAGEMENT, L.L.C. CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2009-08-01
KCL CAPITAL, LP CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER direct 2017-09-01
LASUSA, CHRISTOPHER MEMBER KCL PARTNERS, LLC 04/01/2017 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
KCL CAPITAL, LP MEMBER indirect 2017-04-01
KCL CAPITAL, LP LIMITED PARTNER direct 2017-04-01
COTTRELL, KEVIN, JOHN MEMBER KCL PARTNERS, LLC 04/01/2017 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
KCL CAPITAL, LP MEMBER indirect 2017-04-01
KCL CAPITAL, LP LIMITED PARTNER direct 2017-04-01

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