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•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 157483SEC 801-73337websiteIAPD
Latest filing May 7, 2026
First filing on the tape Feb 10, 2012 · 33 filings
SEC status approved since Feb 27, 2012
RAUM
$19B
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
58
29 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
12
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$19B as of May 7, 2026
Mar 21, 2013$4.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 7, 2026
Mar 21, 20130 then
Employees (5.A)58 as of May 7, 2026
Mar 21, 201320 then
Private funds12 as of May 7, 2026
Mar 21, 20131 then
RAUM +20% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 7, 2026; every figure names its basis
Archetypes, each a printed rule
  • PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
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
$380MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
26%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
+20%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 vehiclesreportedItem 5.G
Custody
$15B, 40 clientsreportedItem 9.A
Ownership
a PE fund or sponsor is a 25 percent or greater owner 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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$14B74%
  • Insurance companies$4.9B26%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
50reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$15B for 40 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.74 institutional_share=0.26 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
      11 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • C••••• A••• D•••• · Managing Membercontrol
        since 05/2008 · owns 25% to 50%
      • F••••••••• M••••••• L••••••• · Chief Financial Officercontrol
        since 01/2013 · owns less than 5%
      • H••••••• K••••••• L• · Trusteecontrol
        since 08/2016 · owns less than 5%
      • T••••••• L••••• L••• · General Counsel/Chief Compliance Officercontrol
        since 06/2008 · owns less than 5%
      • W•••••• C••••••• A•• · Trusteecontrol
        since 08/2016 · owns less than 5%
      • W•••••• T•••••• A•••• · Managing Membercontrol
        since 05/2008 · owns 25% to 50%
      • C••••• A••• D•••• · Membercontrol
        since 06/2••• · owns 25% to 50% of A•• C•••• F••••• L••
      • C••••• N•••••• L• · Trusteecontrol
        since 12/2018 · owns F of A•• C•••• 2••• F••••• T••••
      • S••••••••• A•••••• D•••• · Member
        since 01/2018 · owns 10% to 25%
      Entity owners
      • A•• C•••• 2••• F••••• T•••• · Owner
        indirect · owns 50% to 75% of A•• C•••• F••••• L••
      • P••••••••• P••••••• P•• · Shareholder
        indirect · owns 75% or more of P••••••••• P•••••••• I•••
      • P••••••••• P•••••••• I••• · Partner
        indirect · owns 75% or more of P•• D• 1• L•
      • A•• C•••• F••••• L•• · Member
        direct · owns 5% to 10%
      • P•• D• 1• L• · Member
        direct · owns 10% to 25%
      • T•• T••••• A• W••••• I•• C••••••••• T•••• I•• · Member
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • C• A••••••• G•• L••
        bankpooled vehicle sponsory
      • C• O••••••••• G•• L••
        bankpooled vehicle sponsory
      • K••••••••• ••• G•• L••
        bankpooled vehicle sponsorn
      • K••••••••• A•••••• • L••• A•••••••• C••••••
        real estaten
      • K••••••••• C• A••••••• G•• L••
        pooled vehicle sponsory
      • K••••••••• C• O••••••••• G•• L••
        pooled vehicle sponsory
      • K••••••••• D•• G•• L••
        pooled vehicle sponsory
      • K••••••••• G••••• L••
        pooled vehicle sponsorn
      • K••••••••• G•• L••
        bankpooled vehicle sponsorn
      • K••••••••• H•••••••• L•••
        real estaten
      • K••••••••• M•••••• O••••••••• G•• L••
        pooled vehicle sponsory
      • K••••••••• S•••• G••••• L••
        pooled vehicle sponsorn
      • K•••••• W•••• C• G•• L••
        pooled vehicle sponsory
      • K•••••• W•••• G•• L••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      • Greenwich, CT6 employees
      • West Palm Beach, FL2 employees
      What changed
      consecutive filings, newest first
      • Accounts · 46 to 50
        Nov 7, 2025 to Mar 31, 2026
      • Advisory employees · 22 to 29
        Nov 7, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 26 to 30
        Nov 7, 2025 to Mar 31, 2026
      • Assets in custody · $12B to $15B
        Nov 7, 2025 to Mar 31, 2026
      • Employees · 50 to 58
        Nov 7, 2025 to Mar 31, 2026
      • Private funds · 11 to 12
        Nov 7, 2025 to Mar 31, 2026
      • Discretionary RAUM · $16B to $19B
        Nov 7, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $104M to $94.9M
        Nov 7, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $12B to $14B
        Nov 7, 2025 to Mar 31, 2026
      • RAUM · $16B to $19B
        Nov 7, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Mar 31, 2025 to May 8, 2025
      • Accounts · 42 to 46
        May 2, 2024 to Mar 31, 2025
      • Advisory employees · 23 to 22
        May 2, 2024 to Mar 31, 2025
      • Pooled vehicle clients · 24 to 26
        May 2, 2024 to Mar 31, 2025
      • Assets in custody · $7.1B to $12B
        May 2, 2024 to Mar 31, 2025
      • Employees · 49 to 50
        May 2, 2024 to Mar 31, 2025
      • Private funds · 10 to 11
        May 2, 2024 to Mar 31, 2025
      • Discretionary RAUM · $16B to $16B
        May 2, 2024 to Mar 31, 2025
      • Non-discretionary RAUM · $341M to $104M
        May 2, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $12B to $12B
        May 2, 2024 to Mar 31, 2025
      • RAUM · $16B to $16B
        May 2, 2024 to Mar 31, 2025
      • Employees · 42 to 49
        Mar 28, 2024 to May 2, 2024
      • Accounts · 41 to 42
        Apr 28, 2023 to Mar 28, 2024
      • Advisory employees · 20 to 23
        Apr 28, 2023 to Mar 28, 2024
      • Pooled vehicle clients · 25 to 24
        Apr 28, 2023 to Mar 28, 2024
      • Assets in custody · $6.6B to $7.1B
        Apr 28, 2023 to Mar 28, 2024
      • Employees · 36 to 42
        Apr 28, 2023 to Mar 28, 2024
      • Discretionary RAUM · $13B to $16B
        Apr 28, 2023 to Mar 28, 2024
      • Non-discretionary RAUM · $328M to $341M
        Apr 28, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $10B to $12B
        Apr 28, 2023 to Mar 28, 2024
      • RAUM · $13B to $16B
        Apr 28, 2023 to Mar 28, 2024
      • Accounts · 37 to 41
        May 2, 2022 to Mar 29, 2023
      • Advisory employees · 17 to 20
        May 2, 2022 to Mar 29, 2023
      • Pooled vehicle clients · 24 to 25
        May 2, 2022 to Mar 29, 2023
      • Assets in custody · $9.1B to $6.6B
        May 2, 2022 to Mar 29, 2023
      • Employees · 32 to 36
        May 2, 2022 to Mar 29, 2023
      • Private funds · 9 to 10
        May 2, 2022 to Mar 29, 2023
      • Discretionary RAUM · $15B to $13B
        May 2, 2022 to Mar 29, 2023
      • Non-discretionary RAUM · $505M to $328M
        May 2, 2022 to Mar 29, 2023
      • Pooled vehicle RAUM · $13B to $10B
        May 2, 2022 to Mar 29, 2023
      Signals
      17 dated events
      • Patrick Edward Massaro (Chief Operating Officer) no longer on Schedule A of K••••••••• C•••••• M••••••••• L•• (listed 2022-05-02, absent 2023-03-29)
        Mar 29, 2023 · Control person left · inference
      • Krispen Hopkins (Trustee) appeared on Schedule A of K••••••••• C•••••• M••••••••• L••
        Mar 29, 2023 · Control person joined · fact
      • Ann Cynthia Wagner (Trustee) appeared on Schedule A of K••••••••• C•••••• M••••••••• L••
        Mar 29, 2023 · Control person joined · fact
      • K••••••••• C•••••• M••••••••• L•• reported RAUM $14.5B, up 100% from $7.3B (2021-03-22 to 2022-03-29)
        Mar 29, 2022 · RAUM change · derived
      • Daniel James Andrew Galloway (Owner) no longer on Schedule A of K••••••••• C•••••• M••••••••• L•• (listed 2021-03-22, absent 2022-03-29)
        Mar 29, 2022 · Control person left · inference
      • R•••• W••••••• (Owner) no longer on Schedule A of K••••••••• C•••••• M••••••••• L•• (listed 2021-03-22, absent 2022-03-29)
        Mar 29, 2022 · Control person left · inference
      • James Gregory Link (Owner) no longer on Schedule A of K••••••••• C•••••• M••••••••• L•• (listed 2021-03-22, absent 2022-03-29)
        Mar 29, 2022 · Control person left · inference
      • S•••• B•••• (Owner) no longer on Schedule A of K••••••••• C•••••• M••••••••• L•• (listed 2021-03-22, absent 2022-03-29)
        Mar 29, 2022 · Control person left · inference
      • K••••••••• C•••••• M••••••••• L•• reported RAUM $5.8B, up 43% from $4.1B (2019-03-27 to 2020-03-13)
        Mar 13, 2020 · RAUM change · derived
      • Calman C•••• (Trustee) no longer on Schedule A of K••••••••• C•••••• M••••••••• L•• (listed 2018-03-22, absent 2019-03-27)
        Mar 27, 2019 · Control person left · inference
      • Ann Cynthia Wagner (Trustee) no longer on Schedule A of K••••••••• C•••••• M••••••••• L•• (listed 2018-03-22, absent 2019-03-27)
        Mar 27, 2019 · Control person left · inference
      • Krispen Hopkins (Trustee) no longer on Schedule A of K••••••••• C•••••• M••••••••• L•• (listed 2018-03-22, absent 2019-03-27)
        Mar 27, 2019 · Control person left · inference
      • N••••• C•••• (Trustee) appeared on Schedule A of K••••••••• C•••••• M••••••••• L••
        Mar 27, 2019 · Control person joined · fact
      • Daniel James Andrew Galloway (Owner) appeared on Schedule A of K••••••••• C•••••• M••••••••• L••
        Mar 27, 2019 · Control person joined · fact
      • R•••• W••••••• (Owner) appeared on Schedule A of K••••••••• C•••••• M••••••••• L••
        Mar 27, 2019 · Control person joined · fact
      • James Gregory Link (Owner) appeared on Schedule A of K••••••••• C•••••• M••••••••• L••
        Mar 27, 2019 · Control person joined · fact
      • S•••• B•••• (Owner) appeared on Schedule A of K••••••••• C•••••• M••••••••• L••
        Mar 27, 2019 · Control person joined · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/knighthead-capital-llcreportedpublic record, Form ADV, Sep 18, 2026
      Website
      K•••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-356-2900reportedpublic record, Form ADV, May 7, 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
      Across the graphs

      K••••••••• C•••••• M••••••••• 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.

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