Km Capital Management, Ltd.

KM Capital Management, Ltd. is a full-service private wealth management firm established in July 2004 by Joseph A. Feste and Joseph W. Feste. The firm offers investment advisory services on a discretionary and non-discretionary basis to high-net-worth individuals and manages a private investment vehicle, KM Growth Fund I, L.P. The firm provides services such as risk management, asset allocation, and portfolio construction. Clients typically have a minimum account size of $5,000,000, but this requirement may be waived. Fees for advisory services range from 1% to 1.5% and are billed quarterly in advance based on the market value of the portfolio. KMC may recommend life insurance products, with Mr. Feste being a licensed life insurance agent. The firm also engages solicitors and placement agents for client referrals. KMC has custody over certain client accounts and conducts regular reviews to ensure alignment with client objectives. The firm has a Code of Ethics to ensure compliance with regulations and client interests. KMC does not vote proxies for client securities but votes proxies for the Fund in the best interest of clients. The firm does not provide financial information in the brochure as it does not solicit prepayment exceeding $1,200 or have financial conditions impairing its commitments.