Private Equity Intelligence
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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
L••••• K••••• M••• L••
L••••• K••••• is an MFO serving multiple high-net-worth families, helping them build their wealth, enjoy their wealth, and secure a legacy worthy of their name.
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 21 of 27 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.69bn Private Equity Fund GAV on the Form ADV filed 2024-09-17
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 21 of 27 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 1, 2021 to Sep 17, 2024
- RAUM
- $1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 21
- PE fund GAV, latest filing
- $686Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $780Mevery private fund type, latest filing
- 2024 PE fund GAV
- $686Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 79%
- Fund type mix
- filed 2024-09-17, latest gav Real Estate Fund $66.0M, Other Private Fund $22.0M, Private Equity Fund $686M, Securitized Asset Fund $6.4M, latest counts Real Estate Fund 3, Other Private Fund 2, Private Equity Fund 21, Securitized Asset Fund 1, lifetime distinct Real Estate Fund 3, Other Private Fund 2, Private Equity Fund 22, Securitized Asset Fund 1
- Employees
- 16
- Headquarters
- Dallas, TX
- Office address
- 400 S. RECORD STREET, SUITE 1200, Dallas, TX, 75202
- Business phone
- 945-536-5580
- Sectors
- real estate
- Geography
- not stated or not yet read
- 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
- not stated or not yet read
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L••••• K••••• T••••••• C••••• F•••• L••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $22.7M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• S•••••••• O••••••••• F••• • H• G• S••••• ADV: Other Private Fund | Fund of funds | 2024 first reported on Form ADV | $10.6M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• C•••••• P•••••••• L•• • S• C•••••••• S••••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $6.1M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• S•••••••• O••••••••• F••• • H•••• S••••• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $59.8M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• C•••••• P•••••••• L•• • L••••• S••••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $40.9M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• S•••••••• O••••••••• F••• • T•• B•• S••••• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $28.6M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• S•••••••• O••••••••• F••• • S•• S••••• ADV: Other Private Fund | Fund of funds | 2023 first reported on Form ADV | $11.4M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• C•••••• P•••••••• L•• • C••• I• S••••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $10.7M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• E••••••• L•••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $130M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• S•••••••• O••••••••• F•••••• G• S••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $89.6M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• C•••••• P•••••••• L•• • C••• S••••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $66.2M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• S•• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $45.9M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• S•••••••• O••••••••• F•••••••• S••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $44.4M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• S•••••••• O••••••••• F••• • S••••••• S••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $40.3M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• S•••••••• O••••••••• F••• • S•• S••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $30.1M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• S•••••••• O••••••••• F••• • P• G• ••• S••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $26.6M as of Sep 17, 2024 | no Form D | Unknown | |
| L• C•••••• P••••••• R••• E••••• F••• I• ADV: R••• E••••• Fund | Real estate fund | 2022 first reported on Form ADV | $16.8M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• S•••••••• O••••••••• F••• • O•••••••• S••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $13.4M as of Oct 18, 2023 | no Form D | Wound down | |
| L••••• K••••• P•• X• F•••• L•• ADV: R••• E••••• Fund | buyout or unlabelled | 2022 first reported on Form ADV | $9.5M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• S•••••••• O••••••••• F••••••••• A••• S••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $9.4M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• S•••••••• O••••••••• F••••••••• S••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $8.2M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• S•••••••• O••••••••• F•••• L•• • P••••••• S••••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $7.0M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• • C••••••• C••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $6.4M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• S•••••••• O••••••••• F••• • M••••• S••••• ADV: Securitized Asset Fund | buyout or unlabelled | 2022 first reported on Form ADV | $6.4M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• S•••••••• O••••••••• F••••••• S••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $6.1M as of Sep 17, 2024 | no Form D | Unknown | |
| L••••• K••••• S•••••••• O••••••••• F••• • T•••••• H••• S••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $5.3M as of Sep 17, 2024 | no Form D | Early deployment | |
| L••••• K••••• • O•••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $2.1M as of Sep 17, 2024 | no Form D | Unknown |
- D•••• P•••••••• S••••• · Managing Partner, Chief Operating Officer, Chief Compliance Officer · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••• K• M•••••• · Manager · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• R••••• O••• · Member · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G•••••• B••••• · Director of Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• B•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• C••••••• C••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• S•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• C•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• W••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• W•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• F••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• N••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• M••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• D•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• S•••••• · Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• D•••• M••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• D•••• M••••• · Chief Financial Officer · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••••• A•••••• C•• · Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• J•••• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• K•••• · Operations Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• P•••••••• C•• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• B••••• · Chief of Staff · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M••••• · Head of OCIO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• T••••• · Head of Family Office · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• D••••••••• C•• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•• H•••••• · Head of R••• E••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- May 14, 2026L••••• K••••• M••• L••: Private Equity Funds on Form ADV 21 (2024 extract) -> 27 (roster 2026-09-01)
- Jun 1, 2021L••••• K••••• M••• L•• first filed Form ADV in the extract (IA)
L••••• K••••• M••• L•• is the same institution as 6 records in Family Offices, Independent Sponsors, Venture Capital, RIA and Wealth, Private Credit and Real Estate Funds.
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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