DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserNot on rosterRAUM 10b 100b

K••• M•••••• H•••••••• L•••

CRD 343124

BOCA RATON, FL

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Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 0
On other graphs: 0
Observed: Aug 27, 2026 to Aug 27, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $20B••• Locked
Discretionary RAUM: $20B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 162
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
K•••• A••••••• R••• E••••• P••••••• V•• L•••	Real Estate Fund	$3.6B	Aug 27, 2026	547	Mar 31, 2021	reported	n/a
K•••• C••••••••• R••• E••••• D•••• L•••	Real Estate Fund	$3.3B

Relationships

Advises (26)

→ K•••• A••••••• R••• E••••• P••••••• I•• L•••Private fundReal Estate Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ K•••• M••••• J•• L••Private fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ K•••• I•••••••• I•• L••Private fundReal Estate Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ K•••• A••••••• C••• R••• E•••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 27, 2026
Last observed: Aug 27, 2026 27 days 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.