DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

K•• C••••••

K•• C•••••• P•••••••, L.P., CRD 304294

TAMPA, FL

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Search this name across graphsid dfx:ria:695452da-5260-ca3a-f789-cc80f8401de1

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 2
Observed: May 29, 2019 to Mar 27, 2026
10 observations

Across DFX

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

Private Equityidentity

K•• C••••••

Private equity manager · shared crd

Independent Sponsorsidentity

K•• C••••••

Capital provider to sponsors · 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: $774M••• Locked
Discretionary RAUM: $774M
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•• C•••••• F••• I•• L•	Private Equity Fund	$186M	Mar 28, 2024	53	Mar 26, 2020	reported	021-343255
K•• C•••••• F••• V• L•••	Private Equity Fund	$69.4M	Mar 28, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•• C•••••• M••••••••• L••	GENERAL PARTNER	Na	yes	07/2015	May 29, 2019	Mar 28, 2024
D••••••• J••••• B••••	Member	D	yes	07/2015	May 29, 2019	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
K•• C•••••• G• I•• L•••	n/a	n/a	n/a	N	yes	n/a
K•• C•••••• G• V• L••	n/a	n/a	n/a	N	yes	n/a
K•• C•••••• P•••••••• L•	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 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	$774M	$773M	0.1%	$593M	9.3%	20	20	0	0

Relationships

Advises (4)

→ K•• C•••••• F••• V• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ K•• C•••••• F••• I••• L•Private fundPrivate Equity Fund, IA
May 29, 2019 to presentfactForm ADV
→ K•• C•••••• F••• I•• L•Private fundPrivate Equity Fund, IA
Mar 26, 2020 to presentfactForm ADV
→ K•• C•••••• F••• I•• L•

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
K•• C•••••• reported RAUM $593.4M, up 91% from $310.3M (2022-03-31 to 2023-03-31)
Form ADVobserved 7 days ago
$283M
Occurred
Mar 31, 2022
Control person left
Allen Brian Finn (Chief Compliance Officer) no longer on Schedule A of K•• C•••••• (listed 2021-04-28, absent 2022-03-31)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2022
Control person joined
Healey John Moore (Chief Compliance Officer) appeared on Schedule A of K•• C••••••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:695452da-5260-ca3a-f789-cc80f8401de1
First observed: May 29, 2019
Last observed: Mar 27, 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.