The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

K•••• R•••••• L•

CandidateClassification candidateLower middle marketSEC registered investment adviser· Chicago, ILk•••••••••.com

••• Locked

Regulatory AUM
$275M
Form ADV
PE fund assets
$101M
Form ADV
PE funds
4
Form ADV
Investments held
4 of 57
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
As of · identity and classification; each section below carries its own date
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShow
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 8 Private Equity Fund(s) among 21 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.10bn Private Equity Fund GAV on the Form ADV filed 2024-10-03
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 8 Private Equity Fund(s) among 21 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 8, 2015 to Mar 31, 2026
RAUM
$275Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$101Mreported gross assets (Form ADV), not fund size
All private fund GAV
$239Mevery private fund type, latest filing
2024 PE fund GAV
$101Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
38%
Fund type mix
filed 2024-10-03, latest gav Real Estate Fund $83.2M, Private Equity Fund $101M, latest counts Real Estate Fund 10, Private Equity Fund 7, lifetime distinct Real Estate Fund 13, Private Equity Fund 8
Employees
12
Headquarters
Chicago, IL
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
57 observed deals
Stated by the firm
Sectors
real estate
Geography
United States, Latin America
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
from $800M
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record
roles
unknown 50, platform 7
period
to 2018-04-03, from 2004-07-29, undated holdings 50, dated observations 14
window
last 2018-04-03, first 2004-07-29
control
control 7, unknown 50
companies
57
geography
investments
57
seller kinds
corporate parent 1
transactions
7
cadence by year
2004 platforms 1, 2005 platforms 1, 2006 platforms 3, 2017 platforms 1, 2018 platforms 1
platform add on
add ons 0, platforms 7, add ons per platform 0
sector known for
0
disclosed value usd
n 4, max $2.3B, min $325M
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

57 companies on the graph (7 transactions); 7 platforms and 0 add-ons; observed 2004 to 2018

Funds
8 on record, 2 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•••••• S•••••••• L••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$52.4M
as of Oct 3, 2024
no Form DEarly deployment
H•••••••• A••••••••• L••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$37.8M
as of Oct 3, 2024
no Form DEarly deployment
D• E••••• L••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$4.1M
as of Oct 3, 2024
no Form DUnknown
K•••••••• E••••• ••••••• L••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$2.4M
as of Oct 3, 2024
no Form DEarly deployment
K• L•• E••••• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$2.0M
as of Oct 3, 2024
no Form DUnknown
K••••••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$1.2M
as of Oct 3, 2024
no Form DUnknown
H• L• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$937,800
as of Oct 3, 2024
no Form DUnknown
K•• I• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$455,315
as of Mar 8, 2024
no Form DWound down
Gross assets by year from the annual reporting tape
FundType (ADV)YearsPathLatest reported GAVSource
C•••••• S•••••••• U•• I•••••••• L••Private Equity Fund2026 to 2026
$17.0M
filed Mar 31, 2026
reports.adviserinfo.sec.gov
C•••••• S•••••••• U•• P••••••• L••Private Equity Fund2026 to 2026
$11.5M
filed Mar 31, 2026
reports.adviserinfo.sec.gov
Team
4 current, 0 former
Portfolio
57 relationships, 7 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
Y•••••••• C••••••PlatformexitedApr 3, 2018
transaction announcement
8.5 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L• I•••••••PlatformactiveJun 30, 2017
transaction announcement
9.2 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M•••• S•••••••••PlatformexitedSep 27, 2006
transaction announcement
20.0 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••••PlatformexitedJan 23, 2006
transaction announcement
20.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• C•• F••••PlatformactiveJan 23, 2006
transaction announcement
20.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S••••• a•• P•••••PlatformactiveDec 28, 2005
transaction announcement
20.8 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M•••••PlatformactiveJul 29, 2004
transaction announcement
22.2 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
1• W••• J•••••• B••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
1•• E••• W••••• S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
1•• W••• J•••••• B••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
1•• S•••• M••••••• A•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
1• E••• J•••••• B••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
2••• S•••••• R•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
2• E••• W••••••••• A•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
3••• R••••••• B••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
3•• S•••• L•••••• S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
5•••••• W••• R••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
5• W••• W••••• D••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
6• E••• L••• S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
7• E••• L••• S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
7•• L•• S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••• S••••• a•• D••••••• P••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••• V•••••• E••••••••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• I•• H••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•• F••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••••• P•••• S••••••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••• T••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••• • B•••••••• S••••••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••••• S•••••• P•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••••• C••••••• O••••• D•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• L••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• S••••••• C••••• P••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••• F•••••••• C••••• S••••• P••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••• F•••••••• S••• • L•••••••• P••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• V••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• V•••••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••• a• A•••••••• S••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••• W••• S•••••• P•••••••• I•Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••• W••• S•••••• P•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• T••••••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••• R•••••••• P•••• S••••••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•• N•••• M•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•• S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••• S••••• a•• O•• S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• M••••••••• L•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• • P•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• a• A••••• B••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• a• C•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• S••••• a•• W••••••••• S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• H•••••• P••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••• • N•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••• •• U•Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••••• a•• R••••••• P•••••• F•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••••• C•••• S••••••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••••• C•••••• S••••••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
7 on record
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
31 most recent
  1. Sep 17, 2026
  2. Sep 17, 2026
  3. Sep 17, 2026
  4. Sep 17, 2026
  5. Sep 17, 2026
  6. Sep 17, 2026
  7. Sep 17, 2026
  8. Sep 17, 2026
  9. Sep 17, 2026
  10. Sep 17, 2026
  11. Sep 17, 2026
  12. Sep 17, 2026
  13. Sep 17, 2026
  14. Sep 17, 2026
  15. Sep 17, 2026
  16. Sep 17, 2026
  17. Sep 17, 2026
  18. Mar 31, 2026
  19. Apr 3, 2018
  20. Feb 15, 2018
  21. Jun 30, 2017
  22. Sep 8, 2015
  23. Jan 30, 2015
  24. Mar 21, 2013
  25. Sep 27, 2006
  26. Sep 27, 2006
  27. Jan 23, 2006
  28. Jan 23, 2006
  29. Dec 28, 2005
  30. Jul 29, 2004
  31. Jan 28, 2004
Across the graphs

K•••• R•••••• L• 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.

Checking your plan…