Kingsly Capital, LLC

Kingsly Capital, LLC serves primarily pooled vehicles and institutional clients while also working with high‑net‑worth individuals, offering portfolio management, bespoke managed accounts, financial planning, and sub‑advisory services. The firm acts as investment manager to an affiliated private investment vehicle (Kingsly Digital Asset Fund, L.P.) and provides ongoing discretionary management documented through Investment Policy Statements.

The firm’s investment process blends quantitative, technical and fundamental methods — including charting, model‑driven and algorithmic approaches — and it offers multiple investment models within its Bespoke Managed Account program. Kingsly discloses the use of side‑by‑side management between its fund and separately managed accounts and relies on internal trade allocation and compliance policies to address attendant conflicts.

Distinctive aspects of Kingsly’s practice include an affiliated insurance activity: a principal is a licensed insurance agent who may offer commissionable insurance products to clients, a relationship the firm discloses as a potential conflict of interest. The brochure also notes that the firm charges hourly fees for financial planning, emphasizes digital‑asset strategies through its affiliated fund, and reports a modest level of assets under management ($53,907 as of December 31, 2025).