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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$41.8MItem 5.F on the latest filing (2020-06-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$41.8M

Private client RAUM

$41.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

19

High net worth clients

16

SEC number

801-117547

CRD

305475

Filings on the tape

4

First filed

Sep 26, 2019

Latest filed

Jun 25, 2020

Organised

Other (specify)

• Occurred

  Sep 26, 2019
  First Form ADV filing

  K Squared Capital Ltd. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9a730444-d45a-b9c8-e034-fe6d2f6b26c6

First observed

Sep 26, 2019

Last observed

Jun 25, 2020 75 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.