DFX Intelligence

K•••••• W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserIndependent wealth managerSEC registeredRAUM 1b 10b

K•••••• W••••• M•••••••••

K•••••• PARTNERS, LLC, CRD 297496

CHICAGO, IL

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Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 13
On other graphs: 1
Observed: Jun 7, 2018 to Mar 30, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

K•••••• W••••• M••••••••• L••

Intermediary · key_crd, shared_crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.0B••• Locked
Discretionary RAUM: $2.0B
Private client RAUM: $1.8Bderived••• Locked
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $406Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B•••• K•••••• L••	n/a	Chicago, IL	8	40	3	no
J••••• B•••• P•••••••	n/a	CHICAGO, IL	8	25

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• M••••••• C•••••	CHIEF COMPLIANCE OFFICER	Na	yes	03/2021	Mar 30, 2026	Mar 30, 2026
P•••••••• J•••••• B••••	President	Na	yes	09/2021	Mar 30, 2026	Mar 30, 2026

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Scottsdale	Az	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$1.6B	25.1%	$1.6B	9.3%	9	7	1	1

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	2	Jul 15, 2020	Jun 17, 2020	COLUMBUS, OH	Team lift out	Wirehouse to RIA	0.0%

Relationships

Registered with (12)

← H•••• R•••••Advisorregistration: current employment
Aug 25, 2026 to presentfactForm ADV
← M•••••• C••••• C••••Advisorregistration: current employment
Jul 25, 2020 to presentfactForm ADV
← C••••••••• J••• D•••Advisorregistration: current employment
Nov 5, 2018 to presentfactForm ADV
← J••••• B•••• P•••••••

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$407M
Occurred
Jan 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 30, 2023

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 7, 2018
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.