DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

K••• M••••••••• L••

CRD 175409

ENGLEWOOD, NJ

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Search this name across graphsid dfx:ria:ed729832-59be-2269-f90e-1b435006d2df

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 9
On other graphs: 1
Observed: Jul 14, 2016 to Mar 31, 2026
23 observations

Across DFX

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

Real Estate Fundsidentity

K••• M••••••••• L••

Real estate fund 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=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $642M••• Locked
Discretionary RAUM: $642M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
K••• R••• E••••• I••••••••• P••••••• I•• L••	Real Estate Fund	$133M	Mar 31, 2026	79	Mar 31, 2017	reported	021-258275
K••• R••• E••••• I••••••••• P••••••• V• M••••• F•••• L••	Real Estate Fund	$115M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• A•••• A••••••	Principal	C	yes	11/2008	Jul 14, 2016	Apr 19, 2024
D••••• M••••••• V••••••	Cfo	Na	yes	02/2016	Jul 14, 2016	Apr 19, 2024

Regulatory AUM by fiscal year

••• Locked

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

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$642M	$574M	11.8%	$618M	1.3%	11	9	0	0

Relationships

Advises (10)

→ K••• R••• E••••• I••••••••• P••••••• I••• L••Private fundReal Estate Fund, IA
Jul 14, 2016 to presentfactForm ADV
→ K••• R••• E••••• I••••••••• P••••••• I•• L••Private fundReal Estate Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ K••• 6• S••••• B• L••Private fundReal Estate Fund, IA
Mar 31, 2026 to presentfactForm ADV
→ K••• R••• E••••• I••••••••• P••••••• V•• L••

Dated events

Occurred
Mar 31, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$155M
Occurred
Mar 31, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Mar 31, 2026
Ria ownership band change
••• Locked
Form ADVobserved today
Occurred
Mar 31, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed729832-59be-2269-f90e-1b435006d2df
First observed: Jul 14, 2016
Last observed: Mar 31, 2026 5 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.