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•••• C••••••

K•••• C••••••

no current role on recordWA
0 current roles1 former roles0 attributed deals (0 confirmed)0 current board seats
Roles
0 current, 1 former
Transactions naming this person
0
No transaction naming this person has been collected yet.
Portfolio investments attributed to this person
0
No portfolio investment is attributed to this person yet.
Board seats
0
No board seat collected for this person yet.
Events
2
  1. Mar 22, 2019
    K•••• C•••••• (Director Of P•••••• Wealth Advisors, Llc) no longer on Schedule A of P•••••• P•••••••• C••••••••• L••
    Person left SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
  2. Oct 1, 2015
    K•••• C•••••• joined Schedule A of P•••••• P•••••••• C••••••••• L•• as Director Of P•••••• Wealth Advisors, Llc
    Person joined SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)