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••••••• P•••••••
Legal name K••••••• P••••••• L••
Latest filing Aug 19, 2026
First filing on the tape Mar 12, 2012 · 30 filings
SEC status approved since Aug 23, 2011
RAUM
$1.3B
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
20
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$1.3B as of Aug 19, 2026
May 25, 2012$156M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 19, 2026
May 25, 20120 then
Employees (5.A)20 as of Aug 19, 2026
Jun 25, 201311 then
Private funds2 as of Aug 19, 2026
May 25, 20121 then
RAUM -59% over the last fiscal year-38% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 19, 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
- $319MderivedRAUM 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
- -59%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, 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
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K••••••• G••••• E••••• F••• | Other Private Fund | $2.4B | 97 | Mar 12, 2012 |
| K••••••• G••••• E••••• S•• F••• | Other Private Fund | $92.9M | 9 | Jun 17, 2014 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• C••••• R••••• · Legal Membercontrolsince 04/2023 · owns less than 5%
- C•••••• R••••••• K• · Supervisory Group Membercontrolsince 04/2018 · owns less than 5%
- C•••••• E•••••• G••••• · Supervisory Group Member, Partnercontrolsince 10/2011 · owns less than 5%
- F•••• A•••• W•• Y•• · Legal Membercontrolsince 04/2021 · owns less than 5%
- F•••••••• H••••• P••••• · Partnercontrolsince 04/2023 · owns less than 5%
- M•••••••• D••••••• G••••• R••••• · Chief Compliance Officer, Legal Member, Supervisory Group Membercontrolsince 04/2019 · owns less than 5%
- M••••••• R•••••• R•••••• · Chief Financial Officer, Legal Member, Supervisory Group Membercontrolsince 04/2019 · owns less than 5%
- M••••••• K••••• · Investment Manager, Legal Member, Supervisory Group Membercontrolsince 03/2011 · owns less than 5%
- M••••••••• M••••••• R••• · Chief Executive Officer, Chief Investment Officer, Legal Member, Supervisory Group Membercontrolsince 01/2011 · owns less than 5%
- S••••••• D•••••• F•••••• · Legal Membercontrolsince 04/2021 · owns less than 5%
- W•••••• C••••• R••••• · Investment Manager, Legal Member, Supervisory Group Membercontrolsince 01/2011 · owns less than 5%
- B•••• S••••••• C•••••• · Chairman, Director, Shareholdercontrolsince 04/1995 · owns 50% to 75% of S••••••••• P••••••• L••••••
- C•••••• R••••••• K• · Directorcontrolsince 04/2018 · owns F of K••••••• L••••••
- C•••••• E•••••• G••••• · Director, Shareholdercontrolsince 01/2011 · owns F of K••••••• L••••••
- M••••••••• M••••••• R••• · Chairman, Director, Shareholdercontrolsince 01/2011 · owns 25% to 50% of K••••••• L••••••
- W•••••• C••••• R••••• · Director, Shareholdercontrolsince 01/2011 · owns F of K••••••• L••••••
Entity owners
- K••••••• L•••••• · Legal Memberdirect · owns 75% or more
- S••••••••• P••••••• L•••••• · Shareholderindirect · owns 25% to 50% of K••••••• L••••••
Related persons
Schedule D 7.A
- S••••••••• I••••••••• I••••••••investment adviserbankpooled vehicle sponsornRAUM $39B
Advisers that list K••••••• P••••••• as a related person
- 110987 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 50 %Change between filings · filing Apr 29, 2026RAUM (Item 5.F) moved from $3,100,271,407 to $1,274,207,239 (-59.0%) between the annual amendments of 2024-05-21 and 2026-04-29; the peer median change was +11.0% (1368 comparable advisers, 1.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 0.6% percentile
What changed
consecutive filings, newest first
- Discretionary RAUM · $1.3B to $1.3BApr 29, 2026 to Aug 19, 2026
- Pooled vehicle RAUM · $1.3B to $1.3BApr 29, 2026 to Aug 19, 2026
- RAUM · $1.3B to $1.3BApr 29, 2026 to Aug 19, 2026
- Discretionary RAUM · $1.7B to $1.3BJun 19, 2025 to Apr 29, 2026
- Pooled vehicle RAUM · $1.7B to $1.3BJun 19, 2025 to Apr 29, 2026
- RAUM · $1.7B to $1.3BJun 19, 2025 to Apr 29, 2026
- Accounts · 3 to 4Oct 17, 2024 to Jun 19, 2025
- Advisory employees · 9 to 8Oct 17, 2024 to Jun 19, 2025
- Pooled vehicle clients · 3 to 4Oct 17, 2024 to Jun 19, 2025
- Employees · 22 to 20Oct 17, 2024 to Jun 19, 2025
- Financial planning clients · 0 to 0Oct 17, 2024 to Jun 19, 2025
- HQ state · unset to Oct 17, 2024 to Jun 19, 2025
- Discretionary RAUM · $3.1B to $1.7BOct 17, 2024 to Jun 19, 2025
- Pooled vehicle RAUM · $3.1B to $1.7BOct 17, 2024 to Jun 19, 2025
- RAUM · $3.1B to $1.7BOct 17, 2024 to Jun 19, 2025
- Employees · 20 to 22Apr 28, 2023 to May 21, 2024
- Discretionary RAUM · $3.4B to $3.1BApr 28, 2023 to May 21, 2024
- Pooled vehicle RAUM · $3.4B to $3.1BApr 28, 2023 to May 21, 2024
- RAUM · $3.4B to $3.1BApr 28, 2023 to May 21, 2024
- Accounts · 5 to 3May 25, 2022 to Apr 28, 2023
- Charity clients · 1.0 to unsetMay 25, 2022 to Apr 28, 2023
- Corporate clients · 1.0 to unsetMay 25, 2022 to Apr 28, 2023
- Employees · 21 to 20May 25, 2022 to Apr 28, 2023
- Discretionary RAUM · $5.3B to $3.4BMay 25, 2022 to Apr 28, 2023
- Pooled vehicle RAUM · $4.0B to $3.4BMay 25, 2022 to Apr 28, 2023
- RAUM · $5.3B to $3.4BMay 25, 2022 to Apr 28, 2023
- Advisory employees · 8 to 9Apr 21, 2021 to May 25, 2022
- Discretionary RAUM · $6.3B to $5.3BApr 21, 2021 to May 25, 2022
- Pooled vehicle RAUM · $4.4B to $4.0BApr 21, 2021 to May 25, 2022
- RAUM · $6.3B to $5.3BApr 21, 2021 to May 25, 2022
- Employees · 20 to 21Jun 29, 2020 to Apr 21, 2021
- Discretionary RAUM · $5.8B to $6.3BJun 29, 2020 to Apr 21, 2021
- Pooled vehicle RAUM · $4.5B to $4.4BJun 29, 2020 to Apr 21, 2021
- RAUM · $5.8B to $6.3BJun 29, 2020 to Apr 21, 2021
- Advisory employees · 9 to 8Apr 8, 2019 to Jun 29, 2020
- Discretionary RAUM · $11B to $5.8BApr 8, 2019 to Jun 29, 2020
- Pooled vehicle RAUM · $9.0B to $4.5BApr 8, 2019 to Jun 29, 2020
- RAUM · $11B to $5.8BApr 8, 2019 to Jun 29, 2020
- Accounts · 6 to 5Sep 7, 2018 to Apr 8, 2019
- Advisory employees · 8 to 9Sep 7, 2018 to Apr 8, 2019
Signals
12 dated events
- K••••••• P••••••• reported RAUM $1.3B, down 27% from $1.7B (2025-06-19 to 2026-04-29)Apr 29, 2026 · RAUM change · derived
- K••••••• P••••••• reported RAUM $1.7B, down 44% from $3.1B (2024-10-17 to 2025-06-19)Jun 19, 2025 · RAUM change · derived
- Mccoll Craig Collins (Investment Manager, Legal Member, Supervisory Group Member) no longer on Schedule A of K••••••• P••••••• (listed 2024-05-21, absent 2024-08-29)Aug 29, 2024 · Control person left · inference
- K••••••• P••••••• reported RAUM $3.4B, down 35% from $5.3B (2022-05-25 to 2023-04-28)Apr 28, 2023 · RAUM change · derived
- R••••• C•••• A•••••••• (Partner) appeared on Schedule A of K••••••• P•••••••Apr 28, 2023 · Control person joined · fact
- P••••• H•••• F••••••• (Legal Member) appeared on Schedule A of K••••••• P•••••••Apr 28, 2023 · Control person joined · fact
- Wei Yip A••• F••• (Partner) appeared on Schedule A of K••••••• P•••••••Apr 21, 2021 · Control person joined · fact
- F•••••• D••••• S•••••• (Partner) appeared on Schedule A of K••••••• P•••••••Apr 21, 2021 · Control person joined · fact
- K••••••• P••••••• reported RAUM $5.8B, down 46% from $10.7B (2019-04-08 to 2020-06-29)Jun 29, 2020 · RAUM change · derived
- George R••••• Douglas Mcarthur (Chief Compliance Officer) appeared on Schedule A of K••••••• P•••••••Apr 8, 2019 · Control person joined · fact
- Russell R••••• Mcginty (Chief Financial Officer) appeared on Schedule A of K••••••• P•••••••Apr 8, 2019 · Control person joined · fact
- Stuart Gunderson (Chief Compliance Officer, Chief Operating Officer, Partner, Supervisory Group Member) no longer on Schedule A of K••••••• P••••••• (listed 2018-09-07, absent 2019-04-08)Apr 8, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- K•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 011 44 131 460 1040reportedpublic record, Form ADV, Aug 19, 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