Advisor at Kingsgrove Management, LLC
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Firm
Kingsgrove Management, LLC
Location
Camarillo, CA 93010
Credentials
Series 65, Series 66
Industry experience
9 years
Joseph McCarthy is the sole advisor at Kingsgrove Management, LLC, an independent firm based in Camarillo, CA. He holds Series 65 and Series 66 licenses and has nine years of industry experience. Outside of his advisory role, he has managed McCarthy Management, a non-investment business management service, since 2006. Kingsgrove Management provides discretionary portfolio management to individuals, small businesses, corporate, and institutional clients, and manages a privately offered pooled investment vehicle. The firm employs long/short strategies across large-cap equities globally, utilizing fundamental, style-factor, and technical analysis, and offers tailored portfolio management aligned with client risk profiles.
Based on Kingsgrove Management, LLC
1.25% annually for Managed Accounts
20% of net increase in Net Asset Value for Partnership (performance fee)
Account minimum: $5,000
1200 Paseo Camarillo, #150
Camarillo, CA 93010
California
Kingsgrove Management, LLC
2017 - Present (9 years)
Kingsgrove Management, LLC
2016 - 2017 (1 year)
McCarthy Productions LLC
2014 - 2021 (7 years)
McCarthy Management
2006 - Present (20 years)
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Bank
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Real estate agent
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Other specialized services
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Series 63, Series 65
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