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.
SEC-registered adviser
Ksl Capital Partners
Legal name Ksl Advisors, LLC
Latest filing Jun 23, 2026
First filing on the tape Feb 14, 2012 · 26 filings
SEC status approved since Mar 30, 2012
RAUM
$26B
reported, Item 5.F
Discretionary
83%
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
135
71 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
60
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$26B as of Jun 23, 2026
Mar 27, 2013$3.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 23, 2026
Mar 27, 20130 then
Employees (5.A)135 as of Jun 23, 2026
Mar 27, 201332 then
Private funds60 as of Jun 23, 2026
Mar 27, 201315 then
RAUM +1.4% over the last fiscal year+6.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 23, 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
- $427MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 83%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.4%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 businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$26B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 60reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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=true 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
105 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Ksl Capital Partners Cv II 5, L.P. | Private Equity Fund | $2.6B | 3 | Mar 30, 2024 |
| Franklin Cmbs Investment, LP | Private Equity Fund | $2.3B | 2 | Mar 31, 2017 |
| Ksl Capital Partners IV, L.P. | Private Equity Fund | $928M | 42 | Mar 31, 2015 |
| Ksl Capital Partners IV-A, L.P. | Private Equity Fund | $885M | 7 | Mar 30, 2016 |
| Ksl Capital Partners V, L.P. | Private Equity Fund | $853M | 71 | Mar 29, 2019 |
| Ksl Capital Partners V-A, L.P. | Private Equity Fund | $807M | 4 | Mar 29, 2019 |
| Ksl Capital Partners IV Te, L.P. | Private Equity Fund | $779M | 63 | Mar 31, 2015 |
| Ksl Capital Partners IV Te-A, L.P. | Private Equity Fund | $768M | 11 | Mar 31, 2015 |
| Ksl Capital Partners V Te, L.P. | Private Equity Fund | $752M | 66 | Mar 29, 2019 |
| Ksl Capital Partners Credit Opportunities Fund III, LP | Private Equity Fund | $629M | 22 | Mar 31, 2022 |
| Ksl Capital Partners Cv I, LP | Private Equity Fund | $589M | 49 | Mar 31, 2023 |
| Ksl Capital Partners V Te-A, L.P. | Private Equity Fund | $566M | 10 | Mar 29, 2019 |
| Ksl Capital Partners Credit Opportunities Fund II, L.P. | Private Equity Fund | $472M | 28 | Mar 30, 2018 |
| Ksl Capital Partners Tactical Opportunities Fund A, LP | Private Equity Fund | $389M | 2 | Mar 31, 2021 |
| Bressenden 1, Llp | Private Equity Fund | $367M | 2 | Mar 30, 2020 |
| Ksl Sv 2016, LP | Private Equity Fund | $337M | 2 | Mar 31, 2017 |
| Ksl Capital Partners III, L.P. | Private Equity Fund | $334M | 26 | Feb 14, 2012 |
| Ksl Capital Partners Cv II 1, L.P. | Private Equity Fund | $292M | 175 | Mar 30, 2024 |
| Ksl Capital Partners Cv II 3, L.P. | Private Equity Fund | $284M | 22 | Mar 30, 2024 |
| Ksl Capital Partners Tactical Opportunities Fund I, LP | Private Equity Fund | $261M | 5 | Mar 31, 2022 |
| Ksl Capital Partners Vi Te, LP | Private Equity Fund | $248M | 41 | Mar 31, 2023 |
| Ksl Capital Partners III Te, L.P. | Private Equity Fund | $202M | 50 | Feb 14, 2012 |
| Ksl Capital Partners II Te-A, L.P. | Private Equity Fund | $194M | 17 | Feb 14, 2012 |
| Ksl Sv 2016 II, LP | Private Equity Fund | $180M | 10 | Mar 31, 2017 |
| Ksl Capital Partners III Te-A, L.P. | Private Equity Fund | $174M | 9 | Feb 14, 2012 |
| Victoria Tactical Opportunities Fund A Feeder, LP | Private Equity Fund | $155M | 2 | Mar 31, 2022 |
| Ksl Vur Co-Invest, LP | Private Equity Fund | $148M | 22 | Mar 31, 2015 |
| Ksl Capital Partners Credit Opportunities Fund, L.P.no longer reported | Private Equity Fund | $141M | 12 | Mar 26, 2014 |
| Ksl Sva Co-Invest II, LP | Private Equity Fund | $141M | 3 | Mar 30, 2020 |
| Ksl Capital Partners Vi Te-A, LP | Private Equity Fund | $135M | 5 | Mar 31, 2023 |
| Ksl Capital Partners Vi, LP | Private Equity Fund | $128M | 32 | Mar 31, 2023 |
| Ksl Lift Co-Invest, L.P. | Private Equity Fund | $125M | 24 | Mar 30, 2018 |
| Ksl Capital Partners Vi-A, LP | Private Equity Fund | $110M | 3 | Mar 31, 2023 |
| Zzz (Alternative), L.P.no longer reported | Private Equity Fund | $107M | 61 | Feb 14, 2012 |
| Bressenden II Llp | Private Equity Fund | $105M | 2 | Mar 31, 2023 |
| Ksl Capital Partners II, L.P. | Private Equity Fund | $103M | 23 | Feb 14, 2012 |
| Ksl Tr Offshore Co-Invest, LP | Private Equity Fund | $101M | 6 | Mar 31, 2023 |
| Ksl Capital Partners II Te, L.P. | Private Equity Fund | $95.9M | 26 | Feb 14, 2012 |
| Ksl Capital Partners Tactical Opportunities Fund I Feeder, L.P. | Private Equity Fund | $94.3M | 6 | Mar 30, 2024 |
| Madison Cv I Off, LP | Private Equity Fund | $73.9M | 4 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Richard Peter Mcdermott · Chief Investment Officercontrolsince 07/2003 · owns less than 5%
- Edward Thomas Mcgrath · Chief Compliance Officercontrolsince 05/2019 · owns less than 5%
- Charles Eric Resnick · Managing Membercontrolsince 11/2005 · owns 75% or more
- Robert Kevin Rohnstock · General Counselcontrolsince 03/2011 · owns less than 5%
- Scott Michael Shannon · Chairmancontrolsince 11/2005 · owns less than 5%
- S Steven Siegel · Partner And Chief Operating Officercontrolsince 11/2005 · owns less than 5%
- Nolen Timothy Taylor · Chief Financial Officercontrolsince 04/2023 · owns less than 5%
Related persons
Schedule D 7.A
- Bressenden II Gp, LLCpooled vehicle sponsorn
- Franklin Cmbs Gp, LLCpooled vehicle sponsorn
- Ksl 1776 Co-Invest Gp, L.P.pooled vehicle sponsorn
- Ksl Capital Partners Co Co-Invest IV Gp, LLCpooled vehicle sponsorn
- Ksl Capital Partners Co Fund II Gp, LLCpooled vehicle sponsorn
- Ksl Capital Partners Co Fund III Gp, LLCpooled vehicle sponsory
- Ksl Capital Partners Cv I Gp, LLCpooled vehicle sponsorn
- Ksl Capital Partners Cv II Gp, LLCpooled vehicle sponsorn
- Ksl Capital Partners III Gp, LLCbankpooled vehicle sponsorn
- Ksl Capital Partners International, Llpinvestment advisery
- Ksl Capital Partners IV Gp, LLCbankpooled vehicle sponsorn
- Ksl Capital Partners Mission Gp, LLCpooled vehicle sponsorn
- Ksl Capital Partners Tactical Opportunities Fund Gp, LLCpooled vehicle sponsory
- Ksl Capital Partners V Co-Invest Gp, LLCpooled vehicle sponsorn
- Ksl Capital Partners V Gp, LLCpooled vehicle sponsorn
- Ksl Capital Partners Vi Gp (Lux), S.A R.L.pooled vehicle sponsorn
- Ksl Capital Partners Vi Gp, LLCpooled vehicle sponsorn
- Ksl Ice Co-Invest Gp, LPpooled vehicle sponsorn
- Ksl Lift Co-Invest Gp, LLCpooled vehicle sponsorn
- Ksl Manta Gp, LLCpooled vehicle sponsorn
- Ksl Tr Offshore Co-Invest Gp, LLCpooled vehicle sponsorn
- Madison Offshore Gp II, Ltd.pooled vehicle sponsorn
- Monroe Offshore Gp II Ltd.pooled vehicle sponsorn
- Steele Offshore Co-Invest Gp II, LLCpooled vehicle sponsorn
- Victoria Tactical Opportunities Fund Gp, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom11 employees
- New York, NY8 employees
- Stamford, CT7 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- institutional asset share shiftChange between filings · filing Mar 31, 2026institutional share of RAUM moved from 18.0% to 0.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: asset managers, $20B and over (512)
What changed
consecutive filings, newest first
- Accounts · 57 to 60Jul 30, 2025 to Mar 31, 2026
- Advisory employees · 69 to 71Jul 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 52 to 60Jul 30, 2025 to Mar 31, 2026
- Employees · 123 to 135Jul 30, 2025 to Mar 31, 2026
- Private funds · 57 to 60Jul 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $21B to $21BJul 30, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $4.6B to $4.4BJul 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $21B to $26BJul 30, 2025 to Mar 31, 2026
- RAUM · $25B to $26BJul 30, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 30, 2025
- Accounts · 50 to 57Mar 30, 2024 to Mar 31, 2025
- Advisory employees · 72 to 69Mar 30, 2024 to Mar 31, 2025
- Pooled vehicle clients · 45 to 52Mar 30, 2024 to Mar 31, 2025
- Employees · 114 to 123Mar 30, 2024 to Mar 31, 2025
- Private funds · 52 to 57Mar 30, 2024 to Mar 31, 2025
- Discretionary RAUM · $18B to $21BMar 30, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $4.9B to $4.6BMar 30, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $18B to $21BMar 30, 2024 to Mar 31, 2025
- RAUM · $23B to $25BMar 30, 2024 to Mar 31, 2025
- Accounts · 45 to 50Jun 21, 2023 to Mar 30, 2024
- Pooled vehicle clients · 40 to 45Jun 21, 2023 to Mar 30, 2024
- Other offices · 4 to 3Jun 21, 2023 to Mar 30, 2024
- Private funds · 48 to 52Jun 21, 2023 to Mar 30, 2024
- Discretionary RAUM · $17B to $18BJun 21, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $3.8B to $4.9BJun 21, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $17B to $18BJun 21, 2023 to Mar 30, 2024
- RAUM · $21B to $23BJun 21, 2023 to Mar 30, 2024
- Accounts · 33 to 45Apr 22, 2022 to Mar 31, 2023
- Advisory employees · 90 to 72Apr 22, 2022 to Mar 31, 2023
- Advisory activities · 2 to 3Apr 22, 2022 to Mar 31, 2023
- Pooled vehicle clients · 29 to 40Apr 22, 2022 to Mar 31, 2023
- Employees · 103 to 114Apr 22, 2022 to Mar 31, 2023
- Other offices · 3 to 4Apr 22, 2022 to Mar 31, 2023
- Private funds · 36 to 48Apr 22, 2022 to Mar 31, 2023
- Discretionary RAUM · $15B to $17BApr 22, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $3.4B to $3.8BApr 22, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $15B to $17BApr 22, 2022 to Mar 31, 2023
- RAUM · $18B to $21BApr 22, 2022 to Mar 31, 2023
- Accounts · 41 to 33Nov 1, 2021 to Mar 31, 2022
- Advisory employees · 53 to 90Nov 1, 2021 to Mar 31, 2022
Signals
6 dated events
- Nolen Timothy Taylor (Chief Financial Officer) appeared on Schedule A of Ksl Capital PartnersJun 21, 2023 · Control person joined · fact
- Charles James Martin (Chief Financial Officer) no longer on Schedule A of Ksl Capital Partners (listed 2023-03-31, absent 2023-06-21)Jun 21, 2023 · Control person left · inference
- Ksl Capital Partners reported RAUM $18.0B, up 43% from $12.6B (2021-11-01 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Richard Peter Mcdermott (Chief Investment Officer) appeared on Schedule A of Ksl Capital PartnersMar 30, 2020 · Control person joined · fact
- Edward Thomas Mcgrath (Chief Compliance Officer) appeared on Schedule A of Ksl Capital PartnersMay 22, 2019 · Control person joined · fact
- Ksl Capital Partners reported RAUM $10.2B, up 45% from $7.0B (2018-03-30 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Ksl Capital Partners · Independent Sponsorsshared crd · capital_provider
- KSL Capital Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ksl-capital-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/ksl-capital-partners-international-llpreportedpublic record, Form ADV, Sep 17, 2026
- Website
- kslcapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 720-284-6400reportedpublic record, Form ADV, Jun 23, 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