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.
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SEC-registered adviser
K•••• • C••••••• L•••
Latest filing Apr 30, 2026
First filing on the tape Feb 14, 2012 · 37 filings
SEC status approved since Mar 30, 2012
RAUM
$14B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
64
38 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
54
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$14B as of Apr 30, 2026
Mar 28, 2013$7.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 28, 20130 then
Employees (5.A)64 as of Apr 30, 2026
Mar 28, 201334 then
Private funds54 as of Apr 30, 2026
Mar 28, 20137 then
RAUM -14% over the last fiscal year-2.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $265MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $14B, 54 clientsreportedItem 9.A
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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
- Pooled investment vehicles$14B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 54reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $14B for 54 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
63 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K•••• I••••••••• A••••••••• X• L••• | Private Equity Fund | $4.7B | 149 | Mar 29, 2019 |
| K•••• I••••••••• A••••••••• X•• L••• | Private Equity Fund | $3.5B | 180 | Mar 31, 2022 |
| K•••• I••••••••• A••••••••• I•• L••• | Private Equity Fund | $1.4B | 125 | Mar 30, 2016 |
| K•• V•• L•• | Private Equity Fund | $699M | 160 | Feb 14, 2012 |
| K•••• B•••••• I•••••••• L••• | Private Equity Fund | $696M | 16 | Mar 31, 2022 |
| K•••• B•••••• I••••••• •••• L••• | Private Equity Fund | $696M | 16 | Mar 31, 2023 |
| K•••• X• R•• C••••••••• L••• | Private Equity Fund | $584M | 16 | Mar 30, 2021 |
| K•••• B•••••• I••••••• ••• 2• L••• | Private Equity Fund | $575M | 6 | Mar 31, 2023 |
| K•••• B•••••• I••••••• 2• L••• | Private Equity Fund | $575M | 6 | Mar 31, 2022 |
| K•• X• L•• | Private Equity Fund | $519M | 112 | Mar 29, 2019 |
| K•• X•• L•• | Private Equity Fund | $452M | 101 | Mar 31, 2022 |
| K•••• R••••• R•• I•••••••• L••• | Private Equity Fund | $452M | 5 | Mar 30, 2021 |
| K•• X• W••••••• S••• L••• | Private Equity Fund | $387M | 8 | Mar 31, 2023 |
| K•• X• W••••••• S•• •••• L••• | Private Equity Fund | $387M | 8 | Mar 31, 2023 |
| K•••• I••••••••• A••••••••• V•••• L••• | Private Equity Fund | $275M | 203 | Feb 14, 2012 |
| K•••• X• P•• C••••••••• L••• | Private Equity Fund | $259M | 23 | Mar 31, 2022 |
| K•••• X• H•••••• C••••••••• •••• L••• | Private Equity Fund | $232M | 37 | Mar 31, 2023 |
| K•••• X• H•••••• C••••••••• L••• | Private Equity Fund | $232M | 37 | Mar 31, 2023 |
| K•••• W••••••••• C••••••••• L••• | Private Equity Fund | $229M | 8 | Mar 31, 2020 |
| K•• C••••••••• L••• | Private Equity Fund | $169M | 3 | Mar 29, 2018 |
| K•••• W••••••••• C••••••••• •••• L••• | Private Equity Fund | $143M | 9 | Mar 31, 2020 |
| W•••••• H•••••• 1• L••• | Private Equity Fund | $126M | 3 | Mar 31, 2022 |
| K•••• X• T••••••• C••••••••• •••• L••• | Private Equity Fund | $117M | 7 | Mar 28, 2024 |
| K•••• P••••••• ••••••••• L••• | Private Equity Fund | $107M | 36 | Mar 31, 2022 |
| B••••••• B•••••• H•••••••• L••• | Private Equity Fund | $98.3M | 2 | Mar 28, 2024 |
| K•••• P••••••• ••••• L••• | Private Equity Fund | $91.5M | 48 | Mar 30, 2021 |
| K•• F••• X• L••• | Private Equity Fund | $85.8M | 78 | Mar 29, 2019 |
| K•••• X• T••••••• C••••••••• L••• | Private Equity Fund | $77.4M | 22 | Mar 28, 2024 |
| K•••• H• C••••••••• L••• | Private Equity Fund | $76.6M | 20 | Mar 29, 2019 |
| K•••• X• I•• C••••••••• L••• | Private Equity Fund | $74.1M | 2 | Mar 30, 2021 |
| K•••• X• I••••• C••••••••• L••• | Private Equity Fund | $66.9M | 8 | Mar 31, 2023 |
| K•• F••• X•• L••• | Private Equity Fund | $62.3M | 77 | Mar 31, 2022 |
| K•••• R•• C••••••••• L••• | Private Equity Fund | $58.4M | 7 | Mar 30, 2016 |
| K•• F••• I•• L••• | Private Equity Fund | $47.3M | 67 | Mar 30, 2016 |
| K•••• X• I••••• C••••••••• I•• L••• | Private Equity Fund | $38.6M | 5 | Mar 28, 2024 |
| K•••• B••••• C••••••••• L••• | Private Equity Fund | $32.7M | 3 | Mar 29, 2019 |
| K•• W• H••••••• •••••••• L•••no longer reported | Private Equity Fund | $32.6M | 2 | Feb 14, 2012 |
| K•••• P••••••• ••••••••• L••• | Private Equity Fund | $32.4M | 53 | Mar 31, 2023 |
| K•••• Y••••••••• C••••••••• L•••no longer reported | Private Equity Fund | $26.1M | 7 | Mar 30, 2016 |
| K••••••••• H••••••• I• L••no longer reported | Private Equity Fund | $25.5M | 3 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• A•••• L••• · Limited Partner And Managing Directorcontrolsince 01/2014 · owns less than 5%
- B•••••• P•••••• E••••• · Limited Partner, Managing Director And Chairmancontrolsince 03/2023 · owns less than 5%
- B••••• F••••• K••••••• · Limited Partner And Managing Directorcontrolsince 01/2014 · owns less than 5%
- C••••• D••••• L••••••• · Limited Partner And Managing Directorcontrolsince 05/2019 · owns less than 5%
- C••••••• C••••••••• L••••••• · Limited Partner And Managing Director And Co-Chief Executive Officercontrolsince 03/2023 · owns less than 5%
- C••••••• J••••• J• · Limited Partner And Managing Directorcontrolsince 12/2011 · owns less than 5%
- D•••••• S••••••• C• · Limited Partner And Managing Directorcontrolsince 03/2016 · owns less than 5%
- E•••••••• M•••••• · Limited Partner And Managing Directorcontrolsince 03/2016 · owns less than 5%
- F•••••• W••••••• C•••••• · Limited Partner And Managing Directorcontrolsince 01/2024 · owns less than 5%
- G•••••••• M••••••• B• · Managing Directorcontrolsince 01/2014 · owns less than 5%
- H•••••••• A•••• J•••••• · Limited Partner And Managing Directorcontrolsince 01/2019 · owns less than 5%
- K••••••• J•••••• M••• · Limited Partner, Managing Director And Chief Financial Officercontrolsince 04/2021 · owns less than 5%
- L••••••• F••••• J••• · Limited Partner And Managing Director And Co-Chief Executive Officercontrolsince 01/2016 · owns less than 5%
- M•••••• H•••• · Limited Partner And Managing Directorcontrolsince 01/2015 · owns less than 5%
- M•••••••• G•••••• E••••• · Managing Directorcontrolsince 01/2014 · owns less than 5%
- M•••••• H•••••• A• · Limited Partner And Managing Directorcontrolsince 01/2014 · owns less than 5%
- M••••• C•••••• M•••••• · Limited Partner And Managing Directorcontrolsince 01/2014 · owns less than 5%
- N••••••• B•••• G•••••••• · Limited Partner And Managing Directorcontrolsince 05/2021 · owns less than 5%
- N••••••• M••••••• P• · Limited Partner And Managing Directorcontrolsince 01/2020 · owns less than 5%
- N••••••• F••••• T•••••••• · Managing Directorcontrolsince 03/2023 · owns less than 5%
- O••••••• S••••••• D• J•••• · Limited Partner And Managing Directorcontrolsince 01/2014 · owns less than 5%
- W••••••••• D••••• I•• · Limited Partner And Managing Directorcontrolsince 01/2014 · owns less than 5%
- W•••• T•••••• R••••• · Managing Directorcontrolsince 01/2014 · owns less than 5%
- W••• W•••••• · Limited Partner, Managing Director, General Counsel And Chief Compliance Officercontrolsince 05/2019 · owns less than 5%
- G•••••••• M••••••• B•••• · Shareholdercontrolsince 12/1992 · owns 75% or more of A••••• H•••••• C••••
- M•••••••• G•••••• E••••• · Shareholdercontrolsince 01/2014 · owns 25% to 50% of K•••• • C••••••••• I•••
- N••••••• F••••• T•••••••• · Shareholdercontrolsince 03/1989 · owns 25% to 50% of K•••• • C••••••••• I•••
- W•••• T•••••• R••••• · Shareholdercontrolsince 01/2014 · owns 25% to 50% of K•••• • C••••••••• I•••
Entity owners
- A••••• H•••••• C•••• · Limited Partnerdirect · owns less than 5%
- K•••• • C••••••••• I••• · Limited Partnerdirect · owns 10% to 25%
- K•••• • C••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- K•••• G• I• ••••••••• L•••investment adviserpooled vehicle sponsorn
- K•••• G• I•• L•••investment adviserpooled vehicle sponsorn
- K•••• G• V••• L•••investment adviserpooled vehicle sponsorn
- K•••• G• V••• ••••••• L••investment adviserpooled vehicle sponsorn
- K•••• G• V•••• L•••investment adviserpooled vehicle sponsorn
- K•••• G• X• ••••••••• L•••investment adviserpooled vehicle sponsorn
- K•••• G• X• L•••investment adviserpooled vehicle sponsorn
- K•••• G• X•• L•••investment adviserpooled vehicle sponsorn
- K•• V• ••••••• G• L•••investment adviserpooled vehicle sponsorn
- K•• X• •••• G•• L•••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $14B to $14BMar 31, 2026 to Apr 30, 2026
- Discretionary RAUM · $14B to $14BMar 31, 2026 to Apr 30, 2026
- Pooled vehicle RAUM · $14B to $14BMar 31, 2026 to Apr 30, 2026
- RAUM · $14B to $14BMar 31, 2026 to Apr 30, 2026
- Advisory employees · 39 to 38Apr 24, 2025 to Mar 31, 2026
- Assets in custody · $17B to $14BApr 24, 2025 to Mar 31, 2026
- Employees · 62 to 64Apr 24, 2025 to Mar 31, 2026
- Discretionary RAUM · $17B to $14BApr 24, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $17B to $14BApr 24, 2025 to Mar 31, 2026
- RAUM · $17B to $14BApr 24, 2025 to Mar 31, 2026
- Accounts · 49 to 54Apr 24, 2024 to Apr 24, 2025
- Advisory employees · 37 to 39Apr 24, 2024 to Apr 24, 2025
- Pooled vehicle clients · 49 to 54Apr 24, 2024 to Apr 24, 2025
- Assets in custody · $17B to $17BApr 24, 2024 to Apr 24, 2025
- Employees · 60 to 62Apr 24, 2024 to Apr 24, 2025
- Financial planning clients · unset to Apr 24, 2024 to Apr 24, 2025
- Private funds · 49 to 54Apr 24, 2024 to Apr 24, 2025
- Discretionary RAUM · $17B to $17BApr 24, 2024 to Apr 24, 2025
- Pooled vehicle RAUM · $17B to $17BApr 24, 2024 to Apr 24, 2025
- RAUM · $17B to $17BApr 24, 2024 to Apr 24, 2025
- Assets in custody · $17B to $17BMar 28, 2024 to Apr 24, 2024
- Discretionary RAUM · $17B to $17BMar 28, 2024 to Apr 24, 2024
- Pooled vehicle RAUM · $17B to $17BMar 28, 2024 to Apr 24, 2024
- RAUM · $17B to $17BMar 28, 2024 to Apr 24, 2024
- Accounts · 51 to 49Apr 28, 2023 to Mar 28, 2024
- Advisory employees · 39 to 37Apr 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 51 to 49Apr 28, 2023 to Mar 28, 2024
- Assets in custody · $15B to $17BApr 28, 2023 to Mar 28, 2024
- Employees · 59 to 60Apr 28, 2023 to Mar 28, 2024
- Private funds · 51 to 49Apr 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $15B to $17BApr 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $15B to $17BApr 28, 2023 to Mar 28, 2024
- RAUM · $15B to $17BApr 28, 2023 to Mar 28, 2024
- Assets in custody · $15B to $15BMar 31, 2023 to Apr 28, 2023
- Discretionary RAUM · $15B to $15BMar 31, 2023 to Apr 28, 2023
- Pooled vehicle RAUM · $15B to $15BMar 31, 2023 to Apr 28, 2023
- RAUM · $15B to $15BMar 31, 2023 to Apr 28, 2023
- Accounts · 43 to 51Nov 14, 2022 to Mar 31, 2023
- Advisory employees · 37 to 39Nov 14, 2022 to Mar 31, 2023
- Pooled vehicle clients · 43 to 51Nov 14, 2022 to Mar 31, 2023
Signals
11 dated events
- Charles William Frayer (Limited Partner And Managing Director) appeared on Schedule A of K•••• • C••••••• L•••Mar 28, 2024 · Control person joined · fact
- K•••• • C••••••• L••• reported RAUM $14.1B, up 35% from $10.4B (2021-04-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Gilmartin Beth Neumann (Limited Partner And Managing Director) appeared on Schedule A of K•••• • C••••••• L•••Mar 31, 2022 · Control person joined · fact
- Marc J••••• Kopilak (Limited Partner, Managing Director And Chief Financial Officer) appeared on Schedule A of K•••• • C••••••• L•••Apr 30, 2021 · Control person joined · fact
- P M•••••• Nichols (Limited Partner And Managing Director) appeared on Schedule A of K•••• • C••••••• L•••Apr 29, 2020 · Control person joined · fact
- Kyung Nahm John Kim (Limited Partner And Managing Director) no longer on Schedule A of K•••• • C••••••• L••• (listed 2019-04-29, absent 2019-08-08)Aug 8, 2019 · Control person left · inference
- William Woo (Limited Partner, Managing Director, General Counsel And Chief Compliance Officer) appeared on Schedule A of K•••• • C••••••• L•••Aug 8, 2019 · Control person joined · fact
- Lawrence David Cohen (Limited Partner And Managing Director) appeared on Schedule A of K•••• • C••••••• L•••Aug 8, 2019 · Control person joined · fact
- J••••• M•••••• Letourneau (Limited Partner And Managing Member) no longer on Schedule A of K•••• • C••••••• L••• (listed 2019-03-29, absent 2019-04-29)Apr 29, 2019 · Control person left · inference
- Jacques Alec Hufnagel (Limited Partner And Managing Director) appeared on Schedule A of K•••• • C••••••• L•••Mar 29, 2019 · Control person joined · fact
- A. Paul Bridwell (Limited Partner And Managing Director) no longer on Schedule A of K•••• • C••••••• L••• (listed 2018-04-26, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- K•••• • C••••••• L••• · Independent Sponsorsshared crd · capital_provider
- K•••• • C••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kelso-companyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- K••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-350-7700reportedpublic record, Form ADV, Apr 30, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026