# KINGS POINT CAPITAL MANAGEMENT LLC

KINGS POINT CAPITAL MANAGEMENT LLC of GREAT NECK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 137728
- Type: SEC-registered investment adviser
- SEC file number: 801-64958
- Location: 60 CUTTERMILL ROAD, SUITE 516, GREAT NECK, NY, 11021
- Phone: 516-439-5100
- Latest filing: 2022-03-24
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $57.9M
- Clients: 17
- Accounts: 1,334

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| SALZMAN JACK LEWIS | MANAGER; MANAGING PARTNER; MANAGING PARTNER / CHIEF COMPLIANCE OFFICER (+2 more) | — |
| BATES JEFFREY PAUL | MANAGER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER; MANAGING PARTNER / CHIEF OPERATIONS OFFICER / CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MARSHALL JOHN ALBERT IV | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137728/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137728/similar
- Related entities: https://search.stillhousedata.com/firm/137728/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137728

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.