Kingsley Advisors, LLC

Kingsley Advisors provides discretionary investment management through separately managed accounts to individuals and institutional investors, including high‑net‑worth individuals, corporations, pension and profit‑sharing plans, foundations, and endowments. It generally manages a segment of a client’s overall portfolio and negotiates investment parameters and minimums on a client‑by‑client basis.

The firm pursues a research‑driven deep‑value approach, seeking mispriced opportunities in out‑of‑favor industries by taking large, concentrated positions in a relatively small portfolio of securities, primarily exchange‑traded issues but occasionally over‑the‑counter or private investments. Investment ideas are primarily internally generated and vetted through financial analysis and company meetings, and positions may be held across short, medium, and long time horizons, which can increase volatility and liquidity risk.

Distinctive features include offering its strategy exclusively through its own Kingsley wrap fee program and serving corporate and other institutional clients, both of which are less common among independent advisers. The combination of a wrap‑fee distribution model and a concentrated, micro‑cap/private investment focus, along with discretionary trading authority and negotiable client guidelines, creates allocation and liquidity considerations that distinguish it from more broadly diversified peers.