K
CRD: 325042
Kitching Partners, LLC
Conshohocken, PA, 19428
2672090830
$645.9M Total AUM
$418.9M Disc. AUM
-- 3Y CAGR
19 Employees
119 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2023
- Office Locations
- 3
Office Locations
555 E North Lane Suite 5045 Conshohocken PA
-- -- CL
-- -- PA
About Kitching Partners, LLC
Kitching Partners, LLC is a Conshohocken-based RIA with 3 offices. The firm has been operating for 3 years. Managing $645.9M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
28 AVG AGE
$129.2M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
2 yrs AVG TENURE
19 Employees
5 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Unison capital North north Matrix summit Meridian meridian Summit timber Radial
Client Personas
Signal signal
Investment Themes
Beacon Timber
Investment Vehicles
Momentum Fusion
Services
Matrix unison Optima North Signal eagle
Owner & Executives
S
STEPHEN RICHARD KITCHING
CHIEF OPERATING OFFICER, Managing Member
- CRD
- #2192714
- Ownership
- 75% or more
(241) 673-6752
pathway.alpha@northcapital.com
in linkedin.com/in/insight-horizon
K
Kaitlyn Ranieri
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(341) 856-4797
momentum.vector@elementcapital.com
in linkedin.com/in/frontier-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
C
Chris Calligan
Senior Accountant
- CRD
- --
(636) 557-5876
wave.element@fusioncapital.com
in linkedin.com/in/pioneer-radial
L
Lauren Clairmont
Vice President
- CRD
- --
(943) 595-2832
summit.element@legacycapital.com
in linkedin.com/in/wave-radial
E
Ember prime
Prime atlas wave
- CRD
- #57929
(915) 703-8237
ridge.ember@elementcapital.com
in linkedin.com/in/zenith-alpha
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $418,928,162 | $3,462,216 |
| Non-Discretionary | $227,003,691 | $3,109,640 |
| Total | $645,931,853 | $3,329,546 |
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Separately Managed Accounts
Total SMA Asset: $645,931,853
Public Funds:
12.6% Private Funds:
6.4% Municipal Bonds:
25.3% Equity - Exchange:
23.7% Cash:
26.4% Corporate - Investment Grade:
5.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $699,699,442 | 12.6% |
| Private Funds | $355,402,891 | 6.4% |
| Municipal Bonds | $1,404,952,054 | 25.3% |
| Equity - Exchange | $1,316,101,331 | 23.7% |
| Cash | $1,466,036,926 | 26.4% |
| Corporate - Investment Grade | $310,977,529 | 5.6% |
| Total | $5,553,170,173 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER ZENITH | NORTH VALUE | TBSCFOZ04 | FZX | 4.45% | $69,358,488 |
| ALPHA WAVE HARBOR | ATLAS UNISON | 1GWQ00F47 | RNU | 4.56% | $61,135,841 |
| VERTEX BEACON | VERTEX OPTIMA | 90WC9WHTT | GBHC | 3.27% | $26,119,582 |
| QUANTUM VERTEX | ELEMENT ALPHA | 1Y2AW2LS6 | NRIH | 8.38% | $67,682,237 |
| SIGNAL PEAK DELTA | ALPHA FOUNDATION | 3HQ5PQOBQ | NZN | 1.59% | $98,612,247 |
| VECTOR PIONEER CREST | HORIZON ATLAS | 3B2R2DM5K | FDY | 4.70% | $2,780,936 |
| FOCUS OPTIMA PATHWAY | BEACON CATALYST | U0G9A5ZN0 | GQMEU | 2.05% | $43,943,150 |
| CATALYST SUMMIT FOCUS | MATRIX GLACIER | PR117QFNI | UKPIB | 11.17% | $71,390,086 |