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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2004
- Office Locations
- 3
Office Locations
About KM Capital Management, Ltd.
KM Capital Management, Ltd. is a private wealth manager providing personalized portfolio management for high-net-worth professional athletes and entertainers, pairing investment oversight with family-office style support including bookkeeping/accounting, bill management, tax prep and planning, and estate and insurance planning. The team cites 45+ years of combined experience serving professional athletes and typically implements portfolios with public funds (including ETFs) alongside select private fund exposure; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOSEPH ANDREW FESTE
Managing Partner, Partner
- CRD
- #1739013
- Ownership
- 50% but less than 75%
JOSEPH W FESTE
Owner, PARTNER
- CRD
- #5963495
- Ownership
- 25% but less than 50%
Optima prime
Prime delta atlas
- CRD
- #50553
- Ownership
- 36.3%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,614,179 | $6,715,354 |
| Non-Discretionary | $105,803,842 | $52,901,921 |
| Total | $374,418,021 | $8,914,715 |
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Separately Managed Accounts
Total SMA Asset: $302,089,095
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $102,173,022 | 8.7% |
| Other | $223,136,484 | 19.0% |
| Private Funds | $301,821,455 | 25.7% |
| Cash | $77,510,568 | 6.6% |
| Equity - Exchange | $189,078,810 | 16.1% |
| Equity - OTC | $280,682,209 | 23.9% |
| Total | $1,174,402,548 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE BEACON | FUSION SIGNAL | 1CRR6GTH7 | IQP | 1.88% | $95,842,985 |
| PEAK MOMENTUM EMBER | WAVE CAPITAL | KDC4T1NRX | PVH | 5.05% | $85,337,161 |
| PIONEER WAVE | QUANTUM CREST | ZZVO2WE5F | CZF | 0.97% | $74,374,500 |
| NORTH SUMMIT | ELEMENT FUSION | 3JY0DB0L7 | NRQW | 7.71% | $7,196,921 |
| FOUNDATION PRIME SIGNAL | CAPITAL VERTEX | 7FORO8ZJW | BAMO | 10.82% | $118,376,564 |
| UNISON LEGACY | VERTEX RADIAL | 4KF5YCB16 | VCY | 2.54% | $90,744,052 |
| OAK FOUNDATION PEAK | ATLAS RIDGE | J8SQU2T3I | UER | 6.26% | $4,236,961 |
| SIGNAL VITAL | PATHWAY DELTA | HXZT70GGP | AIKDL | 8.47% | $44,134,729 |