DFX Intelligence

K••• R•••• C•••••• M••••••••• P•• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 100m 1b

K••• R•••• C•••••• M••••••••• P•• L••

CRD 317361

SURRY HILLS, NEW SOUTH WALES

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Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 13
On other graphs: 2
Observed: Jan 16, 2024 to Mar 18, 2026
4 observations

Across DFX

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

Private Equityidentity

K••• R•••• C•••••• M••••••••• P•• L••

Private equity manager · key_crd, key_sfn_adviser, shared_crd

Venture Capitalidentity

K••• R•••• C•••••• M••••••••• P•• L••

Venture manager · key_crd, key_sfn_adviser, shared_crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $444M••• Locked
Discretionary RAUM: $444M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 20

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
K••• R•••• I••••••••• T•••• 2•	Private Equity Fund	$162M	Mar 18, 2026	201	Dec 26, 2021	reported	n/a
K••• R•••• I••••••••• F••• 3• L•	Private Equity Fund	$104M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• 2••• T••••	Shareholder	C	yes	12/2018	Jan 16, 2024	Sep 27, 2024
B•••••• C••••••••• M•	Director	Na	yes	09/2018	Jan 16, 2024	Sep 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
K••• R•••• C•••••• G• P•• L••	n/a	n/a	n/a	Y	yes	n/a
K••• R•••• C•••••• H••••••• P•• L••	n/a	n/a	n/a	Y	yes	n/a
K••• R•••• C•••••• M••••••••• U•• L••

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026

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	$444M	$426M	4.3%	n/a	n/a	20	20	0	0

Relationships

Advises (22)

→ I••••••••• G•••• F••• S•• I••••••••• O••••••••• S••Private fundPrivate Equity Fund, IA
Sep 27, 2024 to presentfactForm ADV
→ K•• C•••••••• S••••• • S••• A• S••••• O• K•• C•••••••• L••Private fundPrivate Equity Fund, IA
Sep 27, 2024 to presentfactForm ADV
→ K••• R•••• I••••••••• F••• 3•• L•Private fundPrivate Equity Fund, IA
Sep 27, 2024 to presentfactForm ADV
→ K••• R•••• D•••••• A••••• O••••••••• C••• S••• K••• R•••• D•••••• A••••• O••••••••• S••

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Order

Occurred
18 Mar 2026
Private fund first reported
••• Locked
Form ADV
$425K
Occurred
18 Mar 2026
Ria indirect owner change3 events
K••• R•••• C•••••• M••••••••• P•• L••: ria indirect owner change, 3 events, on 18 Mar 2026
- ••• Locked
- ••• Locked
- ••• Locked
Occurred
18 Mar 2026
Ria private fund assets change
••• Locked
Form ADV
$131M
Occurred
27 Sep 2024
Ria registration change
••• Locked
Form ADV
Occurred
16 Jan 2024
First Form ADV filing
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 16, 2024
Last observed: Mar 18, 2026 6 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.

All 22 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
K•• C•••••••• S••••• • C••• A• S••••• O• K•• C•••••••• L••	Private Equity Fund	$3.2M	Sep 20, 2022	1	Dec 26, 2021	dropped	021-425070
K•• C•••••••• S••••• • L•• 2• A• S••••• O• K•• C•••••••• L••	Private Equity Fund	$2.5M	Mar 18, 2026	4	Dec 26, 2021	reported	021-425073
K•• C•••••••• S••••• • L••• A• S••••• O• K•• C•••••••• L••	Private Equity Fund	$2.4M	Sep 20, 2022	4	Dec 26, 2021	dropped	n/a
K•• C•••••••• S••••• C••• A• S••••• O• K•• C•••••••• L••	Private Equity Fund	$1.2M	Mar 18, 2026	7	Jan 16, 2024	reported	021-487781
K•• C•••••••• S••••• • R••• A• S••••• O• K•• C•••••••• L••	Private Equity Fund	$1.0M	Mar 18, 2026	3	Sep 27, 2024	reported	021-499957
K•• C•••••••• S••••• • S••• A• S••••• O• K•• C•••••••• L••	Private Equity Fund	$904,800	Mar 18, 2026	2	Sep 27, 2024	reported	n/a
K•• C•••••••• S••••• • S••• A• S••••• O• K•• C•••••••• L••	Private Equity Fund	$800,000	Mar 18, 2026	4	Oct 1, 2023	reported	021-518241
K•• C•••••••• S••••• • S•••••• A• S••••• O• K•• C•••••••• L••	Private Equity Fund	$449,539	Mar 18, 2026	3	Sep 27, 2024	reported	021-493003
K•• C•••••••• 2••••• K••• R•••• D•••••• A••••• O••••••••• S••	Private Equity Fund	$425,037	Mar 18, 2026	1	Mar 18, 2026	reported	n/a
K•• C•••••••• S••••• • S••• A• S••••• O• K•• C•••••••• L••	Private Equity Fund	$299,995	Sep 20, 2022	2	Dec 26, 2021	dropped	n/a
K•• C•••••••• S••••• • M••• A• S••••• O• K•• C•••••••• L••	Private Equity Fund	$150,000	Mar 18, 2026	2	Oct 1, 2023	reported	021-518243
K••• R•••• I••••••••• F••• 3•• L•	Private Equity Fund	$92,596	Mar 18, 2026	2	Sep 27, 2024	reported	021-487808