DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

G•• L••

CRD 322876

HUNT VALLEY, MD

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:b731113a-970d-32b3-6451-685058c329ed

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 1
On other graphs: 3
Observed: Sep 29, 2023 to Jul 8, 2026
12 observations

Across DFX

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

Private Equityidentity

G•• L••

Private equity manager · shared crd

Independent Sponsorsidentity

G•• L••

Capital provider to sponsors · shared crd

Private Creditidentity

G•• L••

Private credit manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.02 fund_share=0.97 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.9BItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.9B
Private client RAUM: $83.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
K•••••••• I••••••••• F••• L••	Private Equity Fund	$3.1B	Sep 17, 2024	69	Feb 26, 2024	reported	n/a
K•••••••• I••••••••• L••••• L••	Hedge Fund	$797M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••••• E•••• J•••••	Secretary	Na	yes	09/2023	Sep 29, 2023	Sep 17, 2024
B••• J•• O•••••••• T•••• A•	Member	C	yes	12/2014	Feb 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
K•••••••• I••••••••• A•••••••• L••	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.9B	$4.3B	12.9%	n/a	n/a	49	43	0	0

Relationships

Advises (7)

→ K•••••••• A••••••••• R••••••• O• E•••• L••Private fundPrivate Equity Fund, IA
Feb 26, 2024 to presentfactForm ADV
→ K•••••••• I••••••••• F••• L••Private fundPrivate Equity Fund, IA
Feb 26, 2024 to presentfactForm ADV
→ K•••••••• I••••••• C••••• L••Private fundOther Private Fund, IA
Feb 26, 2024 to presentfactForm ADV
→ K•••••••• I••••••••• L••••• L••

Dated events

Occurred
Sep 29, 2023
First Form ADV filing
G•• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b731113a-970d-32b3-6451-685058c329ed
First observed: Sep 29, 2023
Last observed: Jul 8, 2026 2 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.

Controls (15)

← L•••••••• S••••• E••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 29, 2023 to Sep 17, 2024factForm ADV
← C•••••• S••••• S••••••OwnerPRESIDENT, ownership code NA, individual
Sep 29, 2023 to Sep 17, 2024factForm ADV
← B••••••• M•••• G••••••OwnerMEMBER OF BOARD OF MANAGERS, ownership code NA, individual
Sep 29, 2023 to Sep 17, 2024factForm ADV
← I••••• K••••• D•••OwnerSOLE TRUSTEE, ownership code F, individual
Sep 29, 2023 to Sep 17, 2024factForm ADV
← B••••••• J••••••• G•••••OwnerMEMBER OF BOARD OF MANAGERS, ownership code NA, individual
Sep 29, 2023 to Sep 17, 2024factForm ADV
← A••••••••• E•••• J•••••OwnerSECRETARY, ownership code NA, individual
Sep 29, 2023 to Sep 17, 2024factForm ADV
← J•••• H••••• M••••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 29, 2023 to Sep 17, 2024factForm ADV
← C•••• J••• W•••OwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Sep 29, 2023 to Sep 17, 2024factForm ADV
← B••• J•• O•••••••• T•••• A•OwnerMEMBER, ownership code C, domestic entity
Feb 26, 2024 to Sep 17, 2024factForm ADV
← B••• J•• O•••••••• T•••• B•OwnerMEMBER, ownership code C, domestic entity
Feb 26, 2024 to Sep 17, 2024factForm ADV
← B••• J•• O•••••••• T•••• C•OwnerMEMBER, ownership code C, domestic entity
Feb 26, 2024 to Sep 17, 2024factForm ADV
← B••• J•• P••• L••OwnerSOLE TRUSTEE, ownership code F, domestic entity
Sep 29, 2023 to Sep 17, 2024factForm ADV
← K•••••••• I••••••••• A••••••• L••OwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 29, 2023 to Sep 17, 2024factForm ADV
← K•••••••• I••••••••• L••OwnerMEMBER, ownership code E, domestic entity
Sep 29, 2023 to Sep 17, 2024factForm ADV
← M••• C•••••••• B•••••• 2••• P•••••••• G•• E•••••••• T••••OwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 29, 2023 to Sep 17, 2024factForm ADV