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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Former SEC-registered adviser

K•••••• V•••••••• L•••••

Former SEC-registered adviserChevy Chase, MarylandCRD 144453SEC 801-68165IAPD
Latest filing Mar 23, 2017
First filing on the tape Mar 29, 2012 · 6 filings
RAUM
$92.0M
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
5
4 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
2
$92.0M gross assets
History
6 filings and snapshots on the tape
RAUM$92.0M as of Mar 23, 2017
Mar 29, 2012$99.6M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 23, 2017
Mar 29, 20120 then
Employees (5.A)5 as of Mar 23, 2017
Mar 26, 20135 then
Private funds2 as of Mar 23, 2017
Mar 29, 20124 then
RAUM -14% over the last fiscal year-5.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 23, 2017; 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
$46.0MderivedRAUM 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
unknownderived2 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
performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
performancereported
Class basis
absent from the latest SEC rosterderived
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
      Every departureEvery arrival
      Private funds
      8 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      K•••••• V••••••• I•• L•Venture Capital Fund$59.3M19Mar 29, 2012
      K•••••• • S••••• I••••••••• L••Venture Capital Fund$49.5M45Mar 25, 2021
      K•••••• • I•• B•••••••• I••••••••• L••Venture Capital Fund$45.6M38Mar 28, 2022
      K•••••• V••••••• X• L•••Venture Capital Fund$22.2M36Mar 25, 2021
      K•••••• V••••••• V••• L••no longer reportedVenture Capital Fund$1.9M13Mar 29, 2012
      K•••••• V••••••• V•••• L•Venture Capital Fund$1.5M12Mar 29, 2012
      K•••••• • P•••• I••••••••• L••Venture Capital Fund$1.5M12Mar 25, 2021
      K•••••• V••••••• V•• L••no longer reportedVenture Capital Fund$1.0M14Mar 29, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • C••• N•••••• C•••• · Managing Directorcontrol
        since 01/2005 · owns 25% to 50%
      • H•••••• W••••••• T••••• · Managing Directorcontrol
        since 04/1997 · owns 25% to 50%
      • T•••• B••••••• D•••• · Managing Directorcontrol
        since 04/1997 · owns 25% to 50%
      • S•••••••• S•••••• M••• · Chief Compliance Officer
        since 01/2005 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      • Atlanta, GA
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $107M to $92.0M
        Mar 29, 2016 to Mar 23, 2017
      • RAUM · $107M to $92.0M
        Mar 29, 2016 to Mar 23, 2017
      • Accounts · 4 to 2
        Mar 27, 2015 to Mar 29, 2016
      • Private funds · 4 to 2
        Mar 27, 2015 to Mar 29, 2016
      • Discretionary RAUM · $104M to $107M
        Mar 27, 2015 to Mar 29, 2016
      • RAUM · $104M to $107M
        Mar 27, 2015 to Mar 29, 2016
      • Discretionary RAUM · $109M to $104M
        Mar 27, 2014 to Mar 27, 2015
      • RAUM · $109M to $104M
        Mar 27, 2014 to Mar 27, 2015
      • Discretionary RAUM · $105M to $109M
        Mar 26, 2013 to Mar 27, 2014
      • RAUM · $105M to $109M
        Mar 26, 2013 to Mar 27, 2014
      • Advisory employees · unset to 4.0
        Mar 29, 2012 to Mar 26, 2013
      • Assets in custody · 40267782.0 to unset
        Mar 29, 2012 to Mar 26, 2013
      • Custody of client assets · true to false
        Mar 29, 2012 to Mar 26, 2013
      • Employees · unset to 5.0
        Mar 29, 2012 to Mar 26, 2013
      • Discretionary RAUM · $99.6M to $105M
        Mar 29, 2012 to Mar 26, 2013
      • RAUM · $99.6M to $105M
        Mar 29, 2012 to Mar 26, 2013
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      K••••••VENTURES.COMreportedpublic record, Form ADV, Sep 18, 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
      Former SEC-registered adviserderiveda 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