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Firms / K•••••

K•••••

CandidateLower middle marketIrvine, CAk•••.comSEC registered investment adviser

K••••• was established with a long-term orientation to focus on value-based real estate investments with favorable risk/reward characteristics.

Classification
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 1 Private Equity Fund(s) among 23 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 1 P•••••• Equity Fund(s) among 23 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 17, 2012 to Mar 28, 2024
RAUM
$989Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$360,130reported gross assets (Form ADV), not fund size
All private fund GAV
$778Mevery private fund type, latest filing
2024 PE fund GAV
$360,130sum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
4%
Fund type mix
filed 2024-03-28, latest gav Real Estate Fund $777M, Private Equity Fund $360,130, latest counts Real Estate Fund 11, Private Equity Fund 1, lifetime distinct Real Estate Fund 21, Other Private Fund 1, Private Equity Fund 1
Employees
58
Headquarters
Irvine, CA
Office address
18101 VON KARMAN AVENUE, SUITE 1100, Irvine, CA, 92612
Business phone
949-709-8888
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
real estate, building products
Geography
United States
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
$3.0M to $9.0M
Control
not stated or not yet read
Thesis
We make direct investments and provide capital to sponsors through preferred equity, joint venture partnerships, and junior debt positions.
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
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
K••••• M•••••• P•••••• E••••• F••• I• L•
ADV: P•••••• Equity Fund
Buyout fund2022
first reported on Form ADV
$360,130
as of Mar 28, 2024
no Form DUnknown
Team
6 current, 6 former
Managing partner (1)
6 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
1 most recent
  1. Feb 17, 2012
    K••••• first filed Form ADV in the extract (ERA)
    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••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Real Estate Funds1

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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