Kitano Capital, LLC (Dallas)


Kitano Capital, LLC is a large advisory firm based in Dallas. It manages $249.8 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

Logo

Kitano Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kitano Capital: assets under management

The assets under management (AUM) of Kitano Capital, LLC is $249.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $249.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.96 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kitano Capital, LLC for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kitano Capital, LLC

Kitano Capital, LLC is owned by Ellis Short. Per Magnus Andersson has been acting as President since 1 Oct 2007. Alicia Michelle Hall joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Ellis Short Owner 1 Oct 2007 50% - 75% 4381130
Per Magnus Andersson President 1 Oct 2007 Other 6021162
William Randall Work Owner 1 Oct 2007 50% - 75% 6035885
Alicia Michelle Hall Chief compliance officer 1 Mar 2012 Other 6035694

Based in Dallas

The principal office where Kitano Capital, LLC performs its advisory services is located at 2711 N. Haskell Avenue, Dallas, TX 75204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-515-3400. The normal business hours are by appointment only on Other. You can find more information about the New York firm at kitanocapital.com.