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Kingfisher Capital, LLC provides comprehensive wealth management and investment advisory services, offering clients personalized financial planning and strategic guidance. The firm develops tailored solutions that encompass investment management and holistic financial strategies, aiming to ensure financial peace of mind through bespoke client relationships.
Alexander B. Miles and H.K. Hallett co-founded Kingfisher Capital in 1989, driven by an insight to deliver comprehensive, individualized financial advice. Their vision focused on cultivating deep, trusting client relationships, establishing long-term partnerships rather than purely transactional engagements. This client-centric philosophy defined the firm's foundational approach.
The firm serves individuals and families seeking sophisticated wealth management to navigate their financial landscape. Kingfisher Capital's long-term vision prioritizes empowering clients to achieve their life goals and confidently manage complex financial decisions. The company strives to continually enhance its integrated approach to client success.
Kingfisher Capital has 3 tracked investments across 2 companies. The latest tracked deal is $6.0M Seed in AQUA Cultured Foods in April 2023.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Apr 1, 2023 | AQUA Cultured Foods | $6.0M Seed | Johnny Ream | BIG Idea Ventures, Danny Saucedo, Aera VC, Amplifica Capital, Aztec Capital Management, H Venture Partners, Michael Winnick, Supply Change Capital, Swiss Pampa |
| Oct 27, 2021 | AQUA Cultured Foods | $2.1M Pre-Seed | — | Gonzalo Ramirez Martiarena, Aera VC, BIG Idea Ventures, Conscience VC, Hanfield Venture Partners, Michael Winnick, Lifely VC, Shayna Harris, Sustainable Food Ventures |
| Jun 1, 2021 | Yieldstreet | $100.0M Series C | Mitch Caplan | IVP, Lampros Capital Partners, Lightshed Ventures, Primetime Partners, Raine Ventures, Sixty8 Capital, TQ Ventures, RON Zuckerman, Edison Partners, Expansion Capital, Gaingels, Greenspring Associates, Greycroft, The Raine Group, George Soros, TOP Tier Capital Partners |