SourcingSourcing

KINZIE CAPITAL PARTNERS LP

B60
CRD 305445·SEC 801-124869·CHICAGO, IL
AUM
$193.0M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$579K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KINZIE CAPITAL PARTNERS LP
CRD
305445
SEC file #
801-124869
EIN
000000000
DBA names
Kinzie Capital Partners

Economics

AUM
$193.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$210.6M → $193.0M▼ -8%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
12
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
8 advisors → 6 advisors▼ -25%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
instagram.com/kinziecapitalpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SUZANNE S YOON REVOCABLE
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
SUZANNE S YOON REVOCABLE
NAMKUNG, DAVID, CHU
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kinzie.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001984573
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-07-17
Edgar Last Filing Date
2023-07-17
Edgar Form D Count
1
Edgar Form D Offerings
2023-07-172023-07-17 · 0001567619-23-006620

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
20 NORTH CLARK STREET, SUITE 3600CHICAGO, IL 60602
Business
20 NORTH CLARK STREET, SUITE 3600CHICAGO, IL 60602
Edgar EIN
000000000
Edgar Recent Filings
D2023-07-17 · 0001567619-23-006620
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
NAMKUNG, DAVID, CHU
Direct Owner · 37.5%
4705658
YOON, SUZANNE, SUNHEE
Executive Officer · 2.5%
2905461