Alternative Investments

Tools for Operations

Access key resources for the Alternative Investments team

To provide more support and resources for our Alternative Investment and Covered Security Platforms, we have created a new email address for all inbound inquiries. Questions related to the Alternative Investment and Covered Security platforms must now be directed to products@kingswoodus.com

This includes:

Altigo Questions
Approved Programs
New Program/Sponsor requests
Commissions
AI Insight
1031 Exchanges, DST’s and OZ Funds
Covered Securities and Interval Funds

A team of Kingswood US Operations and Support will assist with these inquiries in the order in which they are received.

Team Directory

Find and contact team members

Douglas Blake

Director of Alternative Investments & Insurance Services

dblake@kingswoodus.com

(212) 785-0249

Specialties

Jose Galindo

Investment Banking Analyst

jgalindo@kingswoodus.com

(646) 712-8272

Specialties

Ryan Sabet

Director of Acquisition, Recruitment & Strategic Initiatives

rsabet@kingswoodus.com

(212) 600-5402

Specialties

Approved Product List (as of January 2025)

You may download a copy of this list directly:

Kingswood Approved Product List

Third Party Partnerships

We work with several third-party vendors to help your back office run smoothly. If you have any questions about these partnerships and how they can help your firm, please contact the Operations team.