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RIA / WealthPrivate fundprivate equity fund3(c)(1)

KCB UMC CO-INVEST LP

advised by KCB MANAGEMENT LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8357ee37-ba50-68da-b046-4dfc94b33431

Data as of Jul 16, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Apr 29, 2022 to Jul 16, 2024
4 observations

Across DFX

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

Private Equityidentity

KCB Umc Co-Invest LP

Private equity fund · shared adv fund id

Facts

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

Adviser: KCB MANAGEMENT LLCCRD 168863
Fund type: Private Equity Fund
Latest reported GAV: $2.3Mgross asset value on Schedule D 7.B(1), as of 2024-07-16; never fund size
Peak reported GAV: $2.3M
Beneficial owners: 21
Minimum investment: $500,000
Owned by the adviser: 2400%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-328375an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Apr 29, 2022
Last reported: Jul 16, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 4
Fund id: 805-1183871758

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 16, 2024	$2.3M	21	$500,000	2400.0%	yes	KCB UMC CO-INVEST LP
Sep 7, 2023	$0	21	$500,000	2400.0%	yes	KCB UMC CO-INVEST LP
Jan 25, 2023	$719,027	21	$500,000	2400.0%	yes	KCB UMC CO-INVEST LP
Apr 29, 2022	$719,027	21	$500,000	2400.0%	yes	KCB UMC CO-INVEST LP

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
CITY NATIONAL BANK	CITY NATIONAL BANK	Commerce	California	United States	no	n/a

Relationships

Advises (1)

← KCB MANAGEMENT LLCRegistered adviserPrivate Equity Fund, ERA
Apr 29, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8357ee37-ba50-68da-b046-4dfc94b33431
First observed: Apr 29, 2022
Last observed: Jul 16, 2024 26 months ago
Source families: Federal regulator filings
1 registered feed 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.

KCB UMC CO-INVEST LP

advised by KCB MANAGEMENT LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8357ee37-ba50-68da-b046-4dfc94b33431

Data as of Jul 16, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:42 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jul 16, 2024

$2.3M

$500,000

2400.0%

yes

KCB UMC CO-INVEST LP

Sep 7, 2023

$500,000

2400.0%

yes

KCB UMC CO-INVEST LP

Jan 25, 2023

$719,027

$500,000

2400.0%

yes

KCB UMC CO-INVEST LP

Apr 29, 2022

$719,027

$500,000

2400.0%

yes

KCB UMC CO-INVEST LP

Custodian

Legal name

City

State

Country

Related person

SEC number

CITY NATIONAL BANK

Commerce

California

United States

n/a