DFX Intelligence

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

KG ADVISORS II, L.P.

CRD 119595

AUSTIN, TX

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:cf432b3d-dc80-7f72-287f-ca77c276e729

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 2
On other graphs: 0
Observed: May 18, 2021 to Mar 31, 2022
2 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: $9.9MItem 5.F on the latest filing (2022-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.9M
Private client RAUM: $9.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%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: 37
SEC number: 801-121533
CRD: 119595
Filings on the tape: 2
First filed: May 18, 2021
Latest filed: Mar 31, 2022
Organised: Partnership, Texas

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
KENDRICK GROUP, INC.	LIMITED PARTNER	C	yes	11/2002	May 18, 2021	Mar 31, 2022
KENDRICK GROUP, INC.	LIMITED PARTNER	C	yes	12/2004	May 18, 2021	Mar 31, 2022
KENDRICK, ERIC, WAYNE	President	E	yes	01/1999	May 18, 2021	Mar 31, 2022
KENDRICK, ERIC, WAYNE	LIMITED PARTNER	D	yes	11/2002	May 18, 2021	Mar 31, 2022
KENDRICK, ERIC, WAYNE	President	E	yes	02/2002	May 18, 2021	Mar 31, 2022
KENDRICK, ERIC, WAYNE	PRESIDENT/CCO	Na	yes	02/2002	May 18, 2021	Mar 31, 2022
KG ADVISORS III, LP	LIMITED PARTNER	D	yes	05/2021	May 18, 2021	Mar 31, 2022
KG INC	GENERAL PARTNER	F	yes	11/2002	Mar 31, 2022	Mar 31, 2022
KG, INC.	GENERAL PARTNER	Na	yes	01/2002	May 18, 2021	Mar 31, 2022

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
KG ADVISORS, L.P.	n/a	Former SEC adviser	$20.3M	N	yes	n/a
KENDRICK GROUP, INC.	n/a	Former SEC adviser	$17.7M	N	yes	n/a
KG ADVISORS, INC.	n/a	Independent wealth	$11.2M	N	yes	n/a
SUSAN BLAIR	n/a	n/a	n/a	N	no	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
2021	Mar 31, 2022	$9.9M	$9.9M	2	2	0	n/a	n/a

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
2021	$9.9M	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Relationships

Affiliated with (5)

→ ADVISORS CRYPTO, INC.Registered adviserother investment adviser, common control
factForm ADV
→ KENDRICK GROUP, INC.Registered adviserother investment adviser, common control
factForm ADV
→ KG ADVISORS, L.P.Registered adviserother investment adviser, common control
factForm ADV
← KENDRICK GROUP, INC.Registered adviserother investment adviser, common control
factForm ADV
← KG ADVISORS, L.P.Registered adviserother investment adviser, common control
factForm ADV

Controls (4)

← KENDRICK GROUP, INC.OwnerLIMITED PARTNER, ownership code C, domestic entity
May 18, 2021 to presentfactForm ADV
← KENDRICK, ERIC, WAYNEOwnerPRESIDENT, ownership code E, individual
May 18, 2021 to presentfactForm ADV
← KG ADVISORS III, LPOwnerLIMITED PARTNER, ownership code D, domestic entity
May 18, 2021 to presentfactForm ADV
← KG INCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 31, 2022 to presentfactForm ADV

Registered with (1)

← RICHARD WILLIAM LACKEYAdvisorregistration: previous registration
Jan 12, 2005 to Feb 24, 2022factForm ADV

Dated events

Occurred
Feb 24, 2022
Advisor changed firm
Richard William Lackey left Kg Advisors Ii, L.P. for Mutual Advisors, Llc (registered 2022-03-22)
Form ADVobserved 5 days ago
Occurred
May 18, 2021
First Form ADV filing
Kg Advisors Ii, L.P. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf432b3d-dc80-7f72-287f-ca77c276e729
First observed: May 18, 2021
Last observed: Mar 31, 2022 54 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.

KG ADVISORS II, L.P.

CRD 119595

AUSTIN, TX

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:cf432b3d-dc80-7f72-287f-ca77c276e729

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KENDRICK GROUP, INC.

LIMITED PARTNER

yes

11/2002

May 18, 2021

Mar 31, 2022

KENDRICK GROUP, INC.

LIMITED PARTNER

yes

12/2004

May 18, 2021

Mar 31, 2022

KENDRICK, ERIC, WAYNE

President

yes

01/1999

May 18, 2021

Mar 31, 2022

KENDRICK, ERIC, WAYNE

LIMITED PARTNER

yes

11/2002

May 18, 2021

Mar 31, 2022

KENDRICK, ERIC, WAYNE

President

yes

02/2002

May 18, 2021

Mar 31, 2022

KENDRICK, ERIC, WAYNE

PRESIDENT/CCO

yes

02/2002

May 18, 2021

Mar 31, 2022

KG ADVISORS III, LP

LIMITED PARTNER

yes

05/2021

May 18, 2021

Mar 31, 2022

KG INC

GENERAL PARTNER

yes

11/2002

Mar 31, 2022

KG, INC.

GENERAL PARTNER

yes

01/2002

May 18, 2021

Mar 31, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KG ADVISORS, L.P.

n/a

Former SEC adviser

$20.3M

yes

n/a

KENDRICK GROUP, INC.

n/a

Former SEC adviser

$17.7M

yes

n/a

KG ADVISORS, INC.

n/a

Independent wealth

$11.2M

yes

n/a

SUSAN BLAIR

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

$9.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$9.9M

n/a