DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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.
SEC-registered adviser
S••••••• K••••• K••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 34 filings
SEC status approved since Aug 20, 2003
RAUM
$11B
reported, Item 5.F
Discretionary
19%
of RAUM
Private clients
14%
$1.6B individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$5.4B
derived; firm RAUM over IAPD count
Employees
34
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
58
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$11B as of Mar 31, 2026
Mar 30, 2012$374M then
HNW client RAUM$1.6B as of Mar 31, 2026
Mar 29, 2018$1.5B then
State-registered IARs (5.B.3)8 as of Mar 31, 2026
Mar 30, 20120 then
Employees (5.A)34 as of Mar 31, 2026
Apr 1, 201319 then
Private funds58 as of Mar 31, 2026
Mar 30, 201212 then
RAUM +12% over the last fiscal year+11% a year over threeIARs 10 to 8
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- institutional asset m•••••• · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $5.4BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 45derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $18.9MderivedHNW RAUM over HNW clients
- Average account
- $7.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 19%derivedof RAUM
- Institutional
- 70%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 17.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- -20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.7%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$7.4B68%
- High-net-worth individuals$1.6B14%
- Pooled investment vehicles$1.2B11%
- Corporations and businesses$546M5.0%
- Charitable organizations$183M1.7%
- Individuals$1.8M0.0%
- Individual clients
- 6reported
- HNW clients
- 83reported
- Pension plan clients
- 18reported
- Charitable clients
- 22reported
- Accounts
- 1,405reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.14 fund_share=0.11 institutional_share=0.7 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••• M••••• S••••••• | Boston, Ma | Nov 5, 2007 | 33 y | 0 |
| D•••• C•••••• K••••• | Boston, Ma | Nov 5, 2007 | 28 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
66 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•• O••••••••• Z••• F••• I•• L• | Real Estate Fund | $55.2M | 47 | Mar 31, 2023 |
| S•• O••••••••• Z••• F••• I• L•• | Real Estate Fund | $46.5M | 58 | Mar 30, 2020 |
| S•• A••••• I••••• F•••• L•no longer reported | Hedge Fund | $46.2M | 62 | Mar 31, 2021 |
| S•• R• V••••••• F••• I•• L• | Real Estate Fund | $40.6M | 84 | Mar 29, 2019 |
| G•• E•••••• L•••no longer reported | Hedge Fund | $39.3M | 17 | Apr 1, 2013 |
| S•• V••••••• Q•• L•• S••••• B•• | Venture Capital Fund | $35.3M | 242 | Mar 31, 2023 |
| S•• P•••••••• I••••••••• L• | Private Equity Fund | $32.7M | 69 | Mar 29, 2019 |
| K••••• S•• E••••••••• I••••••••• L• | Private Equity Fund | $32.5M | 97 | Mar 31, 2021 |
| S•• V••••••• Q•• L•• S••••• C•• | Venture Capital Fund | $28.5M | 163 | Mar 30, 2020 |
| S••••••••• P••••••• P••••••• F••• I• L• | Real Estate Fund | $28.3M | 30 | Mar 30, 2022 |
| S•••••• I••••••••• F••• I• L• | Real Estate Fund | $27.9M | 21 | Mar 30, 2022 |
| S•• H••••• C•••• L•no longer reported | Hedge Fund | $27.1M | 19 | Mar 30, 2012 |
| S•• R• V••••••• F••• I• P••• L• | Real Estate Fund | $25.7M | 28 | Mar 30, 2020 |
| G•• E••••• • I•••••• L•••no longer reported | Hedge Fund | $23.6M | 12 | Mar 30, 2015 |
| S•• V••••••• Q•• L•• S••••• B•• | Venture Capital Fund | $21.7M | 72 | Mar 30, 2020 |
| S•• V•••••••• L•• S••••• B•• | Venture Capital Fund | $18.2M | 55 | Mar 29, 2019 |
| G•• T•••• O••••••• P•••••••• L•••no longer reported | Hedge Fund | $18.1M | 4 | Mar 30, 2012 |
| G•• E••••• L••••••••• L•••no longer reported | Other Private Fund | $16.8M | 9 | Mar 27, 2014 |
| S•• C••••••••• O••••••••• L•no longer reported | Hedge Fund | $16.6M | 6 | Mar 30, 2012 |
| S•• V••••••• Q•• L•• S••••• W•• | Venture Capital Fund | $15.7M | 101 | Mar 30, 2022 |
| S•• V••••••• Q•• L•• S••••• B•• | Venture Capital Fund | $14.3M | 71 | Mar 31, 2023 |
| D••• W•••• P••••••• Q•• L•••no longer reported | Hedge Fund | $12.6M | 2 | Mar 30, 2012 |
| S•• D••• W•••• P•••••••• L•no longer reported | Hedge Fund | $11.1M | 10 | Mar 30, 2012 |
| S•• 9• V••••••• Q•• L•• S••••• A•• | Venture Capital Fund | $11.0M | 37 | Mar 31, 2023 |
| S•• V•••••••• L•• S••••• C•• | Venture Capital Fund | $9.5M | 44 | Mar 29, 2019 |
| S•• 9• V••••••• Q•• L•• S••••• T•• | Venture Capital Fund | $8.8M | 67 | Mar 30, 2020 |
| G•• C••••••••• P•••••••• L•••no longer reported | Hedge Fund | $8.5M | 6 | Mar 30, 2012 |
| S•• 9• V••••••• Q•• L•• S••••• E•• | Venture Capital Fund | $7.0M | 44 | Mar 30, 2022 |
| S•• 9• V••••••• Q•• L•• S••••• T•• | Venture Capital Fund | $6.5M | 57 | Mar 31, 2023 |
| S•• 9• V••••••• Q•• L•• S••••• E•• | Venture Capital Fund | $4.4M | 29 | Mar 28, 2024 |
| S•• C••• L•••• D••••••••• L• | Real Estate Fund | $4.2M | 47 | Mar 31, 2023 |
| S•• V•••••••• L•• S••••• E•• | Venture Capital Fund | $4.1M | 1 | Mar 30, 2015 |
| G•• N•••••• R••••••••• L•••no longer reported | Hedge Fund | $3.7M | 3 | Mar 30, 2012 |
| S•• V••••••• Q•• L•• S••••• W•• | Venture Capital Fund | $3.5M | 18 | Mar 30, 2020 |
| S•• 9• V••••••• Q•• L•• S••••• Q•• | Venture Capital Fund | $3.2M | 15 | Mar 28, 2024 |
| S•• V•••••••• L•• S••••• W•• | Venture Capital Fund | $2.9M | 16 | Mar 30, 2022 |
| S••••••• J•••• S••••••••• F•••• L•no longer reported | Hedge Fund | $2.9M | 9 | Mar 30, 2022 |
| S•• T•••• P••••••• •••• L• | Hedge Fund | $2.9M | 7 | Mar 30, 2012 |
| S•• 9• V••••••• Q•• L•• S••••• A•• | Venture Capital Fund | $2.9M | 34 | Mar 28, 2024 |
| S•• V•••••••• L•• S••••• E•• | Venture Capital Fund | $2.6M | 24 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• S••••••• M•••••• · Management Board, Presidentcontrolsince 08/2019 · owns 10% to 25%
- D••••••••• P••••• J••• · Chief Operating Officer; Chief Information Security Officercontrolsince 01/2016 · owns less than 5%
- D••••• B•••••• N•• · Chief Compliance Officercontrolsince 03/2023 · owns less than 5%
- K•••••• D••••• C•••••• · Management Boardcontrolsince 11/2017 · owns 10% to 25%
- K••••••• T••••••• A••• · Management Boardcontrolsince 06/2001 · owns 10% to 25%
- L•••••••• B••••• D•••• · Management Boardcontrolsince 02/2020 · owns 10% to 25%
- S•••••••• D••••• M••••• · Management Boardcontrolsince 11/2017 · owns 25% to 50%
- B•••••••• S••••••• M•••••• · Presidentcontrolsince 01/2020 · owns 75% or more of B••••••• H•••••••• I•••
- K•••••• D••••• C•••••• · Presidentcontrolsince 01/2020 · owns 75% or more of G••••• H•••••••• I•••
- K••••••• T••••••• A••• · Presidentcontrolsince 01/2020 · owns 75% or more of I••• H•••••••• I•••
- L•••••••• B••••• D•••• · Membercontrolsince 02/2020 · owns 75% or more of V•••••• C•••••• C••••••••• L••
- S•••••••• D••••• M••••• · Presidentcontrolsince 01/2020 · owns 75% or more of F••• H•••••••• I•••
Entity owners
- F••• H•••••••• I••• · Memberdirect · owns 25% to 50%
- B••••••• H•••••••• I••• · Memberdirect · owns 10% to 25%
- G••••• H•••••••• I••• · Memberdirect · owns 10% to 25%
- I••• H•••••••• I••• · Memberdirect · owns 10% to 25%
- V•••••• C•••••• C••••••••• L•• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- K••••• S•• E••••••••• G•• L••pooled vehicle sponsorn
- P•• C•••••• M•••••• L••broker-dealern
- P••• C•••••• M••••••••• L••investment advisernRAUM $165M
- S••••••• K••••• L••investment adviserLP sponsoryRAUM $10B
- S•• 9• V••••••• M••••••• L••pooled vehicle sponsorn
- S•• 9• V••••••• Q• M••••••• L••pooled vehicle sponsorn
- S•• G••••• L••pooled vehicle sponsorn
- S•• I••••••••• G•• L••pooled vehicle sponsorn
- S•• O••••••••• Z••• F••• I• G•• L••pooled vehicle sponsorn
- S•• O••••••••• Z••• M•••••• I• L••pooled vehicle sponsorn
- S•• P•••••••• I•••••••• G•• L••pooled vehicle sponsorn
- S•• R••• E••••• G• I•• L••pooled vehicle sponsorn
- S•• V••••••• M••••••• L••pooled vehicle sponsorn
- S•• V••••••• Q• M••••••• L••pooled vehicle sponsorn
- S•••••• G•• L••pooled vehicle sponsorn
- S••••••••• P••••••• P••••••• F••• I• G•• L••pooled vehicle sponsorn
Advisers that list S••••••• K••••• K••••••• L•• as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boston, Ma · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,365 to 1,405Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 17 to 15Mar 31, 2025 to Mar 31, 2026
- Advisory activities · 7 to 6Mar 31, 2025 to Mar 31, 2026
- Charity clients · 20 to 22Mar 31, 2025 to Mar 31, 2026
- Corporate clients · 60 to 68Mar 31, 2025 to Mar 31, 2026
- HNW clients · 78 to 83Mar 31, 2025 to Mar 31, 2026
- Individual clients · 7 to 6Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 13 to 16Mar 31, 2025 to Mar 31, 2026
- Employees · 40 to 34Mar 31, 2025 to Mar 31, 2026
- Insurance-licensed employees · 10 to 8Mar 31, 2025 to Mar 31, 2026
- State-registered IARs · 10 to 8Mar 31, 2025 to Mar 31, 2026
- Private funds · 51 to 58Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.5B to $2.1BMar 31, 2025 to Mar 31, 2026
- HNW RAUM · $1.4B to $1.6BMar 31, 2025 to Mar 31, 2026
- Individual RAUM · $3.0M to $1.8MMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $8.2B to $8.8BMar 31, 2025 to Mar 31, 2026
- Pension RAUM · $7.0B to $7.4BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $596M to $1.2BMar 31, 2025 to Mar 31, 2026
- RAUM · $9.7B to $11BMar 31, 2025 to Mar 31, 2026
- Accounts · 1,330 to 1,365Mar 28, 2024 to Mar 31, 2025
- Charity clients · 23 to 20Mar 28, 2024 to Mar 31, 2025
- Corporate clients · 44 to 60Mar 28, 2024 to Mar 31, 2025
- HNW clients · 73 to 78Mar 28, 2024 to Mar 31, 2025
- Individual clients · 11 to 7Mar 28, 2024 to Mar 31, 2025
- Pension plan clients · 19 to 18Mar 28, 2024 to Mar 31, 2025
- Employees · 38 to 40Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · 101-250 to 101-250Mar 28, 2024 to Mar 31, 2025
- Private funds · 49 to 51Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.4B to $1.5BMar 28, 2024 to Mar 31, 2025
- HNW RAUM · $1.3B to $1.4BMar 28, 2024 to Mar 31, 2025
- Individual RAUM · $4.0M to $3.0MMar 28, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $7.5B to $8.2BMar 28, 2024 to Mar 31, 2025
- Pension RAUM · $6.3B to $7.0BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $518M to $596MMar 28, 2024 to Mar 31, 2025
- RAUM · $8.9B to $9.7BMar 28, 2024 to Mar 31, 2025
- Accounts · 1,140 to 1,330May 4, 2023 to Mar 28, 2024
- Corporate clients · 35 to 44May 4, 2023 to Mar 28, 2024
- HNW clients · 69 to 73May 4, 2023 to Mar 28, 2024
- Individual clients · 10 to 11May 4, 2023 to Mar 28, 2024
- Pooled vehicle clients · 11 to 13May 4, 2023 to Mar 28, 2024
Signals
9 dated events
- Bayard Dodge (Chief Compliance Officer) appeared on Schedule A of S••••••• K••••• K••••••• L••Mar 31, 2023 · Control person joined · fact
- Bruce Goodman (General Counsel) no longer on Schedule A of S••••••• K••••• K••••••• L•• (listed 2022-03-30, absent 2022-07-12)Jul 12, 2022 · Control person left · inference
- Thomas Jonathan Perry (Chief Financial Officer) no longer on Schedule A of S••••••• K••••• K••••••• L•• (listed 2020-09-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Ander Darman Wing (General Counsel) no longer on Schedule A of S••••••• K••••• K••••••• L•• (listed 2020-01-23, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- David Brian Lockhart (Management Board) appeared on Schedule A of S••••••• K••••• K••••••• L••Mar 30, 2020 · Control person joined · fact
- Sebastian Granzo (Chief Compliance Officer) no longer on Schedule A of S••••••• K••••• K••••••• L•• (listed 2019-08-22, absent 2019-11-08)Nov 8, 2019 · Control person left · inference
- Bruce Goodman (Chief Compliance Officer) appeared on Schedule A of S••••••• K••••• K••••••• L••Nov 8, 2019 · Control person joined · fact
- Michael Stephen Brackett (President) appeared on Schedule A of S••••••• K••••• K••••••• L••Aug 22, 2019 · Control person joined · fact
- S••••••• K••••• K••••••• L•• reported RAUM $6.4B, up 2935% from $211.4M (2017-11-22 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- S••••••• K••••• K••••••• L•• · Independent Sponsorsshared crd · capital_provider
- S••••••• K••••• K••••••• L•• · Private Equityshared crd · organization
- S••••••• K••••• K••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- SK-LLC.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-896-1600reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $5.4Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
S••••••• K••••• K••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real 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…