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••••••••• E••••• M••••••••• C••••••• L••
Latest filing May 6, 2026
First filing on the tape Feb 15, 2012 · 34 filings
SEC status approved since Mar 26, 2012
RAUM
$6.3B
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
73
20 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
24
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$6.3B as of May 6, 2026
Mar 11, 2013$115M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 6, 2026
Mar 11, 20130 then
Employees (5.A)73 as of May 6, 2026
Mar 11, 20132 then
Private funds24 as of May 6, 2026
Mar 11, 20132 then
RAUM +34% over the last fiscal year+9.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 6, 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
- $224MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +34%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
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$5.3B85%
- Corporations and businesses$944M15%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 28reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.85 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
28 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K••••••••• F••• V•• L• | Private Equity Fund | $907M | 82 | Mar 31, 2023 |
| K••••••••• M•••••• F•••• L• | Other Private Fund | $797M | 65 | Mar 28, 2017 |
| K••••••••• E••••• E••••••••• P••••••• I•• L• | Private Equity Fund | $783M | 26 | Mar 25, 2022 |
| K••••••••• F••• V• A••• L• | Private Equity Fund | $706M | 57 | Mar 26, 2021 |
| K••••••••• E••••• E••••••••• F••• V• L• | Private Equity Fund | $334M | 31 | Mar 27, 2019 |
| K••••••••• E••••• N•• P•••••• I••••••• F••• V• L• | Private Equity Fund | $308M | 27 | Mar 27, 2019 |
| K••••••••• C••••• S••••••••• L• | Private Equity Fund | $146M | 25 | Mar 25, 2022 |
| K••••••••• E••••• •••••• F••• I• C••••••••• L• | Other Private Fund | $139M | 36 | Mar 27, 2019 |
| C••••••• C••••• C••••••••• L• | Private Equity Fund | $110M | 13 | Mar 31, 2023 |
| K••••••••• E••••• E••••••••• F••• I•• L• | Private Equity Fund | $102M | 26 | Aug 30, 2017 |
| K••••••••• E••••• ••••••••• F••• V• C••••••••• L••• | Other Private Fund | $100M | 1 | Mar 26, 2021 |
| K••••••••• E••••• N•• P•••••• I••••••• F••• I•• L• | Private Equity Fund | $94.8M | 17 | Mar 28, 2017 |
| K••••••••• S• T•• C••••••••• L• | Other Private Fund | $89.3M | 25 | Mar 31, 2023 |
| K••••••••• F••• V• C••••••• C••••••••• L••• | Other Private Fund | $54.0M | 11 | Mar 26, 2021 |
| K••••••••• E••••• E••••••••• P••••••• •••••••• C••••••••• L••• | Other Private Fund | $50.1M | 1 | Mar 26, 2021 |
| K••••••••• E••••• ••• R••••••••• F••• I•• C••••••••• L•no longer reported | Private Equity Fund | $48.9M | 0 | Aug 10, 2016 |
| K••••••••• F••• V• A••• L• | Private Equity Fund | $47.9M | 82 | Mar 29, 2024 |
| K••••••••• E••••• E••••••••• P•••••••• L••• | Private Equity Fund | $44.2M | 12 | Mar 26, 2021 |
| K••• I• C••••••••• L• | Other Private Fund | $34.9M | 2 | Mar 29, 2024 |
| K••••••••• E••••• N•• P•••••• I••••••• F••• I••• L•no longer reported | Private Equity Fund | $6.1M | 0 | Aug 10, 2016 |
| K••••••••• E••••• N•• P•••••• I••••••• F••• I•• L• | Private Equity Fund | $3.6M | 12 | Apr 29, 2014 |
| K••••••••• E••••• E••••••••• F••• I•• L• ••••• K••••••••• E••••• F••• I•• | Private Equity Fund | $3.1M | 14 | Mar 11, 2013 |
| K••••••••• E••••• E••••••••• F••• I••• L•no longer reported | Private Equity Fund | $1.7M | 0 | Aug 10, 2016 |
| K••••••••• E••••• N•• P•••••• I••••••• F•••• L• | Private Equity Fund | $200,110 | 2 | Apr 29, 2014 |
| K••••••••• E••••• E••••••••• F•••• L• ••••• K••••••••• E••••• F••• I• | Private Equity Fund | $187,558 | 7 | Jul 24, 2012 |
| K••••••••• E••••• ••••••• F••• I• C••••••••• L•no longer reported | Private Equity Fund | $52,639 | 0 | Mar 27, 2019 |
| K••••••••• P••••• M••••••••• L•no longer reported | Other Private Fund | $29,742 | 0 | Mar 28, 2017 |
| K••••••••• E••••• ••••••• F••• V• C••••••••• L•no longer reported | Private Equity Fund | $0 | 0 | Mar 27, 2019 |
Owners and control persons
Schedule A and B, latest filing
- D•••• B•••••••• P••••• · Managing Membercontrolsince 12/2011 · owns 25% to 50%
- D••••••••• N•••••••• E••••• · Chief Operating Officercontrolsince 06/2023 · owns less than 5%
- G••••••••• T••••• •••• · General Counsel & Chief Compliance Officercontrolsince 02/2019 · owns less than 5%
- I••••••• A••••••••• Z•••••• · Managing Membercontrolsince 12/2018 · owns 5% to 10%
- L••••• D••••• A•••• · Managing Member & Cfocontrolsince 07/2021 · owns less than 5%
- L•••••••• N•••• •••• · Managing Membercontrolsince 12/2011 · owns 5% to 10%
- M••••••• K••••• H•••• · Managing Membercontrolsince 12/2013 · owns 25% to 50%
- M••••••• N•••• A••••• · Managing Membercontrolsince 05/2012 · owns 25% to 50%
- J••••• N•••• •••• · Managing Membersince 07/2021 · owns less than 5%
Related persons
Schedule D 7.A
- K•• G•• L••pooled vehicle sponsorn
- K•• G•• L•pooled vehicle sponsorn
- K••• F••• I• G•• L••pooled vehicle sponsorn
- K••• F••• V• G•• L••pooled vehicle sponsorn
- K••• F••• V• G•• L••pooled vehicle sponsorn
- K••• F••• V• G•• L•pooled vehicle sponsorn
- K••••••••• E••••••••• G•• L••pooled vehicle sponsorn
- K••••••••• E••••••••• G•• L•pooled vehicle sponsorn
- K••••••••• M•••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Wellesley Hills, MA1 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 0.0% to 15.0% between the annual amendments of 2025-04-30 and 2026-03-31peers: asset managers, $5B to $20B (684)
What changed
consecutive filings, newest first
- Accounts · 20 to 28Apr 30, 2025 to Mar 31, 2026
- Advisory employees · 23 to 20Apr 30, 2025 to Mar 31, 2026
- Advisory activities · 1 to 2Apr 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 21 to 24Apr 30, 2025 to Mar 31, 2026
- Employees · 87 to 73Apr 30, 2025 to Mar 31, 2026
- Private funds · 20 to 24Apr 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.7B to $6.3BApr 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.7B to $5.3BApr 30, 2025 to Mar 31, 2026
- RAUM · $4.7B to $6.3BApr 30, 2025 to Mar 31, 2026
- Accounts · 17 to 20May 9, 2024 to Apr 30, 2025
- Advisory employees · 19 to 23May 9, 2024 to Apr 30, 2025
- Pooled vehicle clients · 17 to 21May 9, 2024 to Apr 30, 2025
- Assets in custody · unset to 0.0May 9, 2024 to Apr 30, 2025
- Employees · 80 to 87May 9, 2024 to Apr 30, 2025
- Financial planning clients · unset to May 9, 2024 to Apr 30, 2025
- Other offices · 1 to 2May 9, 2024 to Apr 30, 2025
- Private funds · 17 to 20May 9, 2024 to Apr 30, 2025
- Discretionary RAUM · $4.8B to $4.7BMay 9, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $4.8B to $4.7BMay 9, 2024 to Apr 30, 2025
- RAUM · $4.8B to $4.7BMay 9, 2024 to Apr 30, 2025
- Related adviser · false to trueMay 9, 2024 to Apr 30, 2025
- Accounts · 19 to 17Oct 3, 2023 to Mar 29, 2024
- Advisory employees · 14 to 19Oct 3, 2023 to Mar 29, 2024
- Pooled vehicle clients · 19 to 17Oct 3, 2023 to Mar 29, 2024
- Assets in custody · 4781124024.0 to unsetOct 3, 2023 to Mar 29, 2024
- Custody of client assets · true to falseOct 3, 2023 to Mar 29, 2024
- Employees · 60 to 80Oct 3, 2023 to Mar 29, 2024
- Private funds · 19 to 17Oct 3, 2023 to Mar 29, 2024
- Discretionary RAUM · $4.8B to $4.8BOct 3, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.8B to $4.8BOct 3, 2023 to Mar 29, 2024
- RAUM · $4.8B to $4.8BOct 3, 2023 to Mar 29, 2024
- Related bank · true to falseOct 3, 2023 to Mar 29, 2024
- Accounts · 17 to 19Dec 22, 2022 to Mar 31, 2023
- Advisory employees · 10 to 14Dec 22, 2022 to Mar 31, 2023
- Pooled vehicle clients · 17 to 19Dec 22, 2022 to Mar 31, 2023
- Assets in custody · $3.2B to $4.8BDec 22, 2022 to Mar 31, 2023
- Employees · 77 to 60Dec 22, 2022 to Mar 31, 2023
- Private funds · 17 to 19Dec 22, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.2B to $4.8BDec 22, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $3.2B to $4.8BDec 22, 2022 to Mar 31, 2023
Signals
10 dated events
- K••••••••• E••••• M••••••••• C••••••• L•• reported RAUM $6.3B, up 34% from $4.7B (2025-04-30 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Nicholas Denton-Clark (Chief Operating Officer) appeared on Schedule A of K••••••••• E••••• M••••••••• C••••••• L••Oct 3, 2023 · Control person joined · fact
- K••••••••• E••••• M••••••••• C••••••• L•• reported RAUM $4.8B, up 50% from $3.2B (2022-12-22 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- K••••••••• E••••• M••••••••• C••••••• L•• reported RAUM $3.2B, up 39% from $2.3B (2021-03-26 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- K••••••••• E••••• M••••••••• C••••••• L•• reported RAUM $2.0B, up 48% from $1.3B (2019-03-27 to 2020-03-20)Mar 20, 2020 · RAUM change · derived
- K••••••••• E••••• M••••••••• C••••••• L•• reported RAUM $1.3B, up 48% from $901.5M (2018-08-01 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- Z Alexander Inkster (Managing Member) appeared on Schedule A of K••••••••• E••••• M••••••••• C••••••• L••Mar 27, 2019 · Control person joined · fact
- D•••• L•••• (Chief Financial Officer) appeared on Schedule A of K••••••••• E••••• M••••••••• C••••••• L••Mar 27, 2019 · Control person joined · fact
- Tamar Goldstein (General Counsel & Chief Compliance Officer) appeared on Schedule A of K••••••••• E••••• M••••••••• C••••••• L••Mar 27, 2019 · Control person joined · fact
- K••••••••• E••••• M••••••••• C••••••• L•• reported RAUM $901.5M, up 31% from $688.4M (2017-08-30 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- K••••••••• E••••• M••••••••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- K••••••••• E••••• M••••••••• C••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kimmeridgereportedpublic record, Form ADV, Sep 19, 2026
- Website
- K•••••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 646-517-3323reportedpublic record, Form ADV, May 6, 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