KINGS POINT CAPITAL MANAGEMENT

HTTP://WWW.KINGSPOINTCAP.COM GREAT NECK, NY Investment Advisor How do I update this listing?

Also known as:

  • SALZMAN CAPITAL MANAGEMENT LLC

Kings Point Capital Management is based out of Great Neck. Kings Point Capital Management is a large advisory firm with 188 clients and discretionary assets under management (AUM) of $778,350,647 (Form ADV from 2019-06-18). Their last reported 13F filing for Q2 2019 included $547,685,000 in managed 13F securities and a top 10 holdings concentration of 25.33%. Kings Point Capital Management's largest holding is Apple Inc with shares held of 87,274. Kings Point Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 55 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $547.685 Million
  • Prior Market Value $503.138 Million
  • New Purchases77 stocks
  • Additional Purchases133 stocks
  • Sold out of5 stocks
  • Reduced holdings in45 stocks
  • Top 10 Holdings % 25.33 %
  • Turnover % [1]:19.20%
  • Turnover Alt % [2]: 8.98 %
  • Time Held Top20:13.55 quarters
  • Time Held Top10:5.50 quarters
  • Time Held All:16.88 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.45%
Performance Last 4 Quarters: 0.99%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR/A (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR/A (Subscription required)
  • 2009-09-30 - 13F-HR/A (Subscription required)
  • 2009-06-30 - 13F-HR/A (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR/A (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR/A (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

KINGS POINT CAPITAL MANAGEMENT LLC
111 GREAT NECK ROAD SUITE 310
GREAT NECK NY    11021
Country: United States

Business Phone: 516-439-5100
Fax: 516-439-5102
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 13
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 188
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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KINGS POINT CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-06-18
Name Title Start Date Direct/Indirect % Ownership
SALZMAN, JACK, LEWIS MANAGER 02/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SALZMAN CAPITAL MANAGEMENT, LLC MANAGING PARTNER / CHIEF COMPLIANCE OFFICER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC SENIOR MANAGING PARTNER direct 1998-02-01
SALZMAN CAPITAL MANAGEMENT L.L.C. MANAGING PARTNER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC MANAGER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC SR. MANAGING PARTNER direct 1998-02-01
BATES, JEFFREY, PAUL MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER 12/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
G2 ADVISORS, LLC PARTNER indirect 2004-09-01
KINGS POINT CAPITAL MANAGEMENT LLC MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01
PROGRESSIVE ALPHA MEMBER MANAGER direct 2004-07-01 2005-02-15
GREEN SQUARE CAPITAL MANAGEMENT, LLC MEMBER direct 2001-10-01 2005-03-29
GREEN SQUARE CAPITAL, LLC PARTNER indirect 2004-09-01 2005-03-29
SALZMAN CAPITAL MANAGEMENT L.L.C. SENIOR MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2009-03-05
SALZMAN CAPITAL MANAGEMENT L.L.C. MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2010-04-13
KINGS POINT CAPITAL MANAGEMENT LLC MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2016-03-29
MARSHALL, JOHN, ALBERT IV MEMBER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
KINGS POINT CAPITAL MANAGEMENT LLC MEMBER direct 2019-01-01

KINGS POINT CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
SALZMAN, JACK, LEWIS MANAGER 02/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SALZMAN CAPITAL MANAGEMENT, LLC MANAGING PARTNER / CHIEF COMPLIANCE OFFICER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC SENIOR MANAGING PARTNER direct 1998-02-01
SALZMAN CAPITAL MANAGEMENT L.L.C. MANAGING PARTNER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC MANAGER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC SR. MANAGING PARTNER direct 1998-02-01
BATES, JEFFREY, PAUL MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER 12/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
G2 ADVISORS, LLC PARTNER indirect 2004-09-01
KINGS POINT CAPITAL MANAGEMENT LLC MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01
PROGRESSIVE ALPHA MEMBER MANAGER direct 2004-07-01 2005-02-15
GREEN SQUARE CAPITAL MANAGEMENT, LLC MEMBER direct 2001-10-01 2005-03-29
GREEN SQUARE CAPITAL, LLC PARTNER indirect 2004-09-01 2005-03-29
SALZMAN CAPITAL MANAGEMENT L.L.C. SENIOR MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2009-03-05
SALZMAN CAPITAL MANAGEMENT L.L.C. MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2010-04-13
KINGS POINT CAPITAL MANAGEMENT LLC MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2016-03-29
MARSHALL, JOHN, ALBERT IV MEMBER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
KINGS POINT CAPITAL MANAGEMENT LLC MEMBER direct 2019-01-01

KINGS POINT CAPITAL MANAGEMENT LLC

ownership team - last updated 2018-11-20
Name Title Start Date Direct/Indirect % Ownership
SALZMAN, JACK, LEWIS MANAGER 02/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SALZMAN CAPITAL MANAGEMENT, LLC MANAGING PARTNER / CHIEF COMPLIANCE OFFICER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC SENIOR MANAGING PARTNER direct 1998-02-01
SALZMAN CAPITAL MANAGEMENT L.L.C. MANAGING PARTNER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC MANAGER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC SR. MANAGING PARTNER direct 1998-02-01
BATES, JEFFREY, PAUL MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER 12/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
G2 ADVISORS, LLC PARTNER indirect 2004-09-01
KINGS POINT CAPITAL MANAGEMENT LLC MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01
PROGRESSIVE ALPHA MEMBER MANAGER direct 2004-07-01 2005-02-15
GREEN SQUARE CAPITAL MANAGEMENT, LLC MEMBER direct 2001-10-01 2005-03-29
GREEN SQUARE CAPITAL, LLC PARTNER indirect 2004-09-01 2005-03-29
SALZMAN CAPITAL MANAGEMENT L.L.C. SENIOR MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2009-03-05
SALZMAN CAPITAL MANAGEMENT L.L.C. MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2010-04-13
KINGS POINT CAPITAL MANAGEMENT LLC MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2016-03-29

KINGS POINT CAPITAL MANAGEMENT LLC

ownership team - last updated 2018-04-02
Name Title Start Date Direct/Indirect % Ownership
SALZMAN, JACK, LEWIS MANAGER 02/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SALZMAN CAPITAL MANAGEMENT, LLC MANAGING PARTNER / CHIEF COMPLIANCE OFFICER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC SENIOR MANAGING PARTNER direct 1998-02-01
SALZMAN CAPITAL MANAGEMENT L.L.C. MANAGING PARTNER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC MANAGER direct 1998-02-01
KINGS POINT CAPITAL MANAGEMENT LLC SR. MANAGING PARTNER direct 1998-02-01
BATES, JEFFREY, PAUL MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER 12/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
G2 ADVISORS, LLC PARTNER indirect 2004-09-01
KINGS POINT CAPITAL MANAGEMENT LLC MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01
PROGRESSIVE ALPHA MEMBER MANAGER direct 2004-07-01 2005-02-15
GREEN SQUARE CAPITAL MANAGEMENT, LLC MEMBER direct 2001-10-01 2005-03-29
GREEN SQUARE CAPITAL, LLC PARTNER indirect 2004-09-01 2005-03-29
SALZMAN CAPITAL MANAGEMENT L.L.C. SENIOR MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2009-03-05
SALZMAN CAPITAL MANAGEMENT L.L.C. MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2010-04-13
KINGS POINT CAPITAL MANAGEMENT LLC MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-12-01 2016-03-29

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