DFX Intelligence

K••••• A•••• M•••••••••: 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••••• A•••• M•••••••••

K••••• I•••••••• S•••••••, LP, CRD 317806

ROSEMONT, IL

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Search this name across graphsid dfx:ria:ac30d07a-5150-69c6-eb2a-1d116e3cca1d

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 0
Observed: Mar 31, 2022 to Mar 22, 2024
12 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: $28B••• Locked
Discretionary RAUM: $27B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 71
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
K•••••• C•• I• L•••	Other Private Fund	$404M	Mar 22, 2024	1	Dec 2, 2022	reported	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••• H••••••• M••• C•••••• L••	Member	D	yes	09/2016	Mar 31, 2022	Mar 22, 2024
A•• I••••••••• F••• I• G•• L•	Member	C	yes	09/2016	Mar 31, 2022	Mar 22, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	21	no
Chicago	IL	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 22, 2024

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$28B	$22B	23.3%	n/a	n/a	71	56	2	2

Relationships

Advises (1)

→ K•••••• C•• I• L•••Private fundOther Private Fund, IA
Dec 2, 2022 to presentfactForm ADV

Controls (6)

← R•••••• B••••• K••••OwnerPRESIDENT AND CHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 31, 2022 to presentfactForm ADV
← I••••••••• E•••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 22, 2023 to presentfactForm ADV
← P•••••• T•••••• J••••••OwnerCHIEF LEGAL OFFICER, ownership code NA, individual

Dated events

Occurred
Dec 22, 2023
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 22, 2023
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 9, 2022
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 31, 2022
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac30d07a-5150-69c6-eb2a-1d116e3cca1d
First observed: Mar 31, 2022
Last observed: Mar 22, 2024 30 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.