Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / K••• P•••• A•••••••• L••

K••• P•••• A•••••••• L••

Special situations · probableunsizedVienna, VAk••••••••.comSEC registered investment adviser

K••• P•••• is a Huntsville, AL-based financial advisory firm helping private clients, multi-generational families, and institutions manage wealth with tailored strategies and solutions.

Classification
Class
Special situationsprobable, confidence 70%
Basis
R2: 1 of 2 private equity vehicles are named special situations
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Strategies
SPECIAL SITUATIONS
Classification history (1)
  1. Sep 13, 2026
    Special situations (probable, 70%, cls-pe-1)
    R2: 1 of 2 private equity vehicles are named special situations
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Apr 24, 2014
RAUM
$1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$8.7Mreported gross assets (Form ADV), not fund size
All private fund GAV
$68.9Mevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
67%
Fund type mix
filed 2014-04-24, latest gav Hedge Fund $60.1M, Private Equity Fund $8.7M, latest counts Hedge Fund 1, Private Equity Fund 2, lifetime distinct Hedge Fund 2, Private Equity Fund 4
Employees
30
Headquarters
Vienna, VA
Office address
8065 LEESBURG PIKE, SUITE 300, Vienna, VA, 22182
Business phone
703-807-2020
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
financial services
Geography
United States, Global
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
A U.S. deal to secure greater access to Venezuela’s crude oil reserves could meaningfully affect global supply if U.S. companies are willing to invest in developing them.
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
K••• P•••• D••••••••• A••••• F•••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$8.6M
as of Apr 24, 2014
no Form DHarvest
D••••••••• A•••• H•••••••• L••
ADV: P•••••• Equity Fund
Special situations fundunknown$1.8M
as of Mar 27, 2013
no Form DWound down
P•••••• C•••••• F••••••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$97,735
as of Apr 24, 2014
no Form DMature
K••• P•••• S•••••• F•••• L••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$19,126
as of Mar 27, 2013
no Form DWound down
Team
68 current, 2 former
Managing partner (5)
Partner (10)
Associate (6)
Investor relations (1)
Platform (16)
Other (26)
2 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
  1. Sep 1, 2026
    Adviser CRD 139379 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 30, 2012
    K••• P•••• A•••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

K••• P•••• A•••••••• L•• is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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