DFX Intelligence
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K••• F••••• O•••••• L••
Single family office (confirmed)Top 500· Bloomington, MN
Single family office (confirmed), based in Bloomington, MN, with 4 direct investments on record.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- 4
- Decision makers
- 1 of 5
- 13F holdings
- $163M
- Last deployment
- Jul 2026
Deal announcements, Form D and filings
The office's site, Form ADV Schedule A and filings
Form 13F
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 90% · 111 observations · 4 sourcesShowHide
Single family office (confirmed)Verified Sep 13, 2026 (10 days ago)5 people · 4 investments · 29 public positions · 57 events
Why this class: Its own Schedule 13G states that K••• F••••• O••••• operates under the SEC family office rule, is wholly owned by K••• Holding Company and controlled by L•••• C• K•••, Bloomington, MN..
Direct investing
60
high
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.
Profile completeness 66% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Single family office (confirmed)
- Description
- unknown
- Headquarters
- ••• Locked
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $68.5M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $163M. Related foundation assets $68.5M. These are different facts and are never added together.
- Form 13F
- $163M across 29 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Single family office (confirmed) 90%Its own Schedule 13G states that K••• F••••• O••••• operates under the SEC family office rule, is wholly owned by K••• Holding Company and controlled by L•••• C• K•••, Bloomington, MN.Factverifiedsec.gov“••• Locked”
- Sep 12, 2026Single family office (probable) 70%unregistered 13F filer named as a family office: a multi-family office would have to registerInference
- Sep 12, 2026Candidate 35%family-named entity with no regulatory signal yetInference
Family and wealth originshow
- Family served
- K••• family of L•••• C. 'Lee' K••• (d. 2020-10-09) and B•••••• K••• (d. 2023-02-28); children T••••, B••••, D•••••, K••••••
- Source of wealth
- ••• Locked
- Operating company origin
- K••• Investment Advisors, founded 1990, closed 2019
Team5 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••• P• F••••• | Chief Financial Officer | Operations and finance · investment decisions | phone: ••• Locked (published by the subject, Jun 17, 2024) | sec.gov Fact |
| B•••• K••• family | Director, K••• F••••• F••••••••• | Family principal · investment decisions | none on record | grantmakers.io Fact |
| D•••••• a• K••• family | Director, K••• F••••• F••••••••• | Family principal · investment decisions | none on record | grantmakers.io Fact |
| L•••••• L••• | President, K••• F••••• F••••••••• | Leadership · investment decisions | none on record | grantmakers.io Fact |
| J••• P• F••••• | Chief Financial Officer | Operations and finance | phone: ••• Locked (published by the subject, Jun 17, 2024) | sec.gov Fact |
1 former personShow fewer
L•••• C• K•••, F••••••• c••••••••• K••• H•••••• C••••••• L••, until Sep 13, 2026
Signals and timeline5show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factsec.gov
- Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Mar 31, 2025Public book diversified••• LockedPublic marketsFactsec.gov
- Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
- Apr 20, 2026Office relocated••• LockedOrganisationFactsec.gov
Investment mandateshow
••• Locked
Stated (their words, cited)
- Invests directly
- ••• Locked Inference sec.gov“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- passive (4) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- public equity (4) Fact
- Direct vs fund
- Fund: 0 · Direct: 4 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 4 Fact
- Investment kinds
- public stake 13g (4) Fact
- First and last deal
- Last: 2020-01-07 · First: 2016-09-08 Fact
- Lead vs participant
- unknown (4) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
- Public equity book
- $145M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Invests directly
- Historically took 5 to 15% stakes in small cap public companies (S••••••••• T••••••••• 14.9%, NeoGenomics 4.5%, RTI S••••••• 5%) through discretionary accounts; no private deals found
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings29 positionsshow
Stakes the office filed (Schedule 13D, 13G, Section 16)What these filings areFrom EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.
| First filed | Issuer | Filed as | Filings |
|---|---|---|---|
| Jan 7, 2020 | R•• S••••••• H•••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jul 5, 2018 | N••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Sep 8, 2016 | O•••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Sep 8, 2016 | S••••••••• T••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
Form 13F holdings
Top 29 positions of 29 for the quarter ended Jun 30, 2026; $163M shown of $163M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| I•••••• T• | CORE US AGGBD ET | $33.4M | 337,533 | 20.5% |
| V••••••• T••••••••• F•• | VAN FTSE DEV MKT | $31.3M | 439,108 | 19.2% |
| I•••••• E••••••• T••••• F• T• | S&P500 EQL WGT | $22.7M | 106,723 | 13.9% |
| S•••• S•• S••• S•• 5•• E•• T• | TR UNIT | $22.5M | 30,163 | 13.8% |
| V••••••• I••• E••••• I•••• F• | FTSE EMR MKT ETF | $13.4M | 224,815 | 8.2% |
| I•••••• T• | CORE S&P MCP ETF | $10.8M | 140,050 | 6.6% |
| X•••••• I•• | CLASS A COM | $3.4M | 35,616 | 2.1% |
| A••••••• H•••• I•• | COM NEW | $2.8M | 328,963 | 1.7% |
| W•••••• I•• | COM CL A | $2.7M | 55,807 | 1.7% |
| S••••• S••••• S••• T• | ST STR UTIL ETF | $2.7M | 59,245 | 1.6% |
All 29 positionsShow fewerlargest value first
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| T•••••• S•• T••••••••• I•• | COM | $2.5M | 83,153 | 1.5% |
| M•••••••• A••••••••• I•• | COM | $2.3M | 16,347 | 1.4% |
| V•••••• C••• | COM | $2.3M | 51,053 | 1.4% |
| N•••••• I•• | CL A | $2.2M | 43,481 | 1.4% |
| M•••••••• C••• | COM | $1.9M | 4,986 | 1.1% |
| H•••••• I•• | COM | $1.7M | 11,636 | 1.0% |
| S•••••• I•• | CL A SUB VTG SHS | $1.3M | 11,803 | 0.8% |
| U•••••••• T•••••••• I••• I•• | COM | $726,748 | 16,992 | 0.4% |
| L•••••• E•• S••• C••• | COM | $714,867 | 14,326 | 0.4% |
| C••••••• I•• | COM | $671,803 | 34,540 | 0.4% |
| F••••••• | SHS | $350,176 | 623 | 0.2% |
| F•••••• P•••• S•••••••• I•• | COM SHS CL A | $340,969 | 6,104 | 0.2% |
| I•••••• T• | CORE S&P500 ETF | $164,007 | 219 | 0.1% |
| I•••••• T• | CORE 1 5 YR USD | $104,847 | 2,173 | 0.1% |
| I•••••• T• | CORE S&P SCP ETF | $49,091 | 331 | 0.0% |
| I•••••• T• | CORE I••• AGGR | $42,453 | 839 | 0.0% |
| I•••••• T• | CR 5 10 YR ETF | $39,730 | 911 | 0.0% |
| I•••••• T• | CORE MSCI EAFE | $26,077 | 270 | 0.0% |
| I•••••• I•• | CORE MSCI EMKT | $14,828 | 179 | 0.0% |
Changes between the last two quarters
- Jun 30, 2026 ••• Locked sec.gov
- Jun 30, 2026 ••• Locked sec.gov
- Jun 30, 2026 ••• Locked sec.gov
- Jun 30, 2026 ••• Locked sec.gov
- Mar 31, 2026 ••• Locked sec.gov
All 25 changesShow fewer
- Mar 31, 2026 ••• Locked sec.gov
- Mar 31, 2026 ••• Locked sec.gov
- Mar 31, 2026 ••• Locked sec.gov
- Mar 31, 2026 ••• Locked sec.gov
- Mar 31, 2026 ••• Locked sec.gov
- Mar 31, 2026 ••• Locked sec.gov
- Mar 31, 2026 ••• Locked sec.gov
- Mar 31, 2026 ••• Locked sec.gov
- Mar 31, 2026 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Sep 30, 2025 ••• Locked sec.gov
- Sep 30, 2025 ••• Locked sec.gov
- Sep 30, 2025 ••• Locked sec.gov
- Jun 30, 2025 ••• Locked sec.gov
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities1show
Sources and evidence111show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 111 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (9 days)
Contactability
+15 n•••• d••••••••• (L•••••• L••• (President, K••• F••••• F•••••••••))
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($145,331,750)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+12 d••••• i••••••••• o• r•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (76)
Mandate confidence
+40 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (10 days)
External manager propensity
no components; scored 0
Direct investment propensity
+60 o••••••• d••••• i••••••••• (4 on the record)
Independent sponsor propensity
no components; scored 0
View all 111 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR,13F-HR/A,3,SC 13G,SC 13G/A | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Family generation | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) grantmakers.io | Inference |
| Family served | K••• family | n/a | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Family served | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) gearty-delmore.com | Fact |
| Filing address | ••• Locked | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-06-30 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-09-30 | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-06-30 | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-03-31 | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 29 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 21 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 21 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 26 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 27 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 28 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 21 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 22 | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 21 | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 21 | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $163M | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $145M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $157M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $154M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $155M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $145M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $158M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $157M | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $161M | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $175M | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Headquarters | ••• Locked “••• Locked” | Jul 9, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | Minnetonka, MN | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Minnetonka, MN | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | ••• Locked “••• Locked” | Jan 12, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | Bloomington, MN | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Bloomington, MN | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Bloomington, MN | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Bloomington, MN | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Bloomington, MN | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Bloomington, MN | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Bloomington, MN | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Bloomington, MN | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Legal entity | ••• Locked “••• Locked” | Jul 5, 2018 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) startribune.com | Fact |
| Office type (stated) | Single family office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Operating company origin | K••• Investment Advisors, founded 1990, closed 2019 “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) startribune.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) grantmakers.io | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) startribune.com | Fact |
| Public stake filed (13D, 13G, Section 16) | R•• S••••••• H•••••••• I••• | Jan 7, 2020 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | N••••••••• I•• | Jul 5, 2018 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | S••••••••• T••••••••• I•• | Sep 8, 2016 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | O•••••• I••• | Sep 8, 2016 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Team size total | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) news.inverhills.edu | Estimate |
| Source of wealth | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tcbmag.com | Fact |
| Website search | Not found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |