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••••••••• C•••••• M••••••••• L••
Buyout firm, running SPECIAL SITUATIONS, based in New York, NY.
Composed from this firm's filed classification and location. It has no published description on record.
- Regulatory AUM
- $16B
- PE fund assets
- $9.0B
- PE funds
- 7
- Investments held
- Not established
- Deals, last 12 months
- Not established
- Sectors financial_services,real_estate
- Graphs 3
- Placement agents 2
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 7 of 11 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $8.96bn Private Equity Fund GAV on the Form ADV filed 2024-05-02
- Strategies
- SPECIAL SITUATIONS
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 11 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 10, 2012 to May 2, 2024
- RAUM
- $16Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $9.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $10Bevery private fund type, latest filing
- 2024 PE fund GAV
- $6.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 64%
- Fund type mix
- filed 2024-05-02, latest gav Hedge Fund $1.3B, Real Estate Fund $9.0M, Private Equity Fund $9.0B, latest counts Hedge Fund 2, Real Estate Fund 1, Private Equity Fund 7, lifetime distinct Hedge Fund 2, Real Estate Fund 2, Private Equity Fund 7
- Employees
- 49
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Sectors
- financial services, 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
- ••• Locked
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 |
|---|---|---|---|---|---|---|
| K••••••••• M•••••• O••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $125M as of May 2, 2024 | no Form D | Early deployment | |
| K••••••••• I•••••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $355M as of May 2, 2024 | no Form D | Early deployment | |
| K••••••••• D••••••••• O••••••••• F•••• L• ADV: Private Equity Fund | Special situations fund | 2020 first reported on Form ADV | $340M as of May 2, 2024 | no Form D | Harvest | |
| K••••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $5.3B as of May 2, 2024 | no Form D | Unknown |
- M••••••• M•••••• · Co-Founding Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• a• W••••• · M••••••• Member · since May 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• C••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• S•••••••• · Member · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• S•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• D•••• C•••• · Member · since Jun 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••• T•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• L••• T•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• R•••••••• · Director of HR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• D••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• A•• W••••• · Trustee · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• H•••••• · Trustee · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• C•••• · Trustee · since Dec 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• F•••• · Firm Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• W••••• · Director of I•••••••• Partnerships, Marketing & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• L••• T•••••• · General Counsel/Chief Compliance Officer · since Jun 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• W••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••••• F•••••••• · Chief Financial Officer · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• B•••• · Deputy General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
6 former (kept with end dates)
- C••••• C•••• · Trustee · Jun 1, 2005 to Mar 27, 2019 Inference
- A••••• D••••• J•••• G••••••• · Owner · Jun 1, 2018 to Mar 29, 2022 Inference
- G•••••• J•••• L••• · Owner · Jun 1, 2018 to Mar 29, 2022 Inference
- R•••• W••••••• · Owner · Jun 1, 2018 to Mar 29, 2022 Inference
- S•••• B•••• · Owner · Jun 1, 2018 to Mar 29, 2022 Inference
- E••••• P•••••• M•••••• · Chief Operating Officer · Jan 1, 2010 to Mar 29, 2023 Inference
- G•••••• S•••• • C•• L•• 2 shared · recurring · last Jan 1, 2020
- H••••••• L•••• C••••••• I••• 1 shared · one time · last Jan 1, 2020
- May 7, 2026K••••••••• C•••••• M••••••••• L••: Private Equity Funds on Form ADV 7 (2024 extract) -> 10 (roster 2026-09-01)
- Feb 10, 2012K••••••••• C•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
K••••••••• C•••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth 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.
Checking your plan…