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• F•••• M•••••••••
Legal name K• F•••• M••••••••• L••
Latest filing Mar 26, 2021
First filing on the tape Jun 6, 2014 · 11 filings
RAUM
$897M
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
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
$897M gross assets
History
11 filings and snapshots on the tape
RAUM$897M as of Mar 26, 2021
Mar 19, 2015$141M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2021
Mar 19, 20150 then
Employees (5.A)11 as of Mar 26, 2021
Mar 19, 20157 then
Private funds3 as of Mar 26, 2021
Mar 19, 20152 then
RAUM +15% over the last fiscal year+30% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2021; 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $897M, 4 clientsreportedItem 9.A
- 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
- Pooled investment vehicles$897M100%
- 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
- $897M for 4 clientsreported
- Compensation
- % of AUM, 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
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K• I••••••••• F•••• L•• | Hedge Fund | $844M | 142 | Mar 30, 2012 |
| K• E••••••• O••••••••• F••• L• | Private Equity Fund | $24.5M | 32 | Mar 27, 2017 |
| K• S••••• O••••••••• F••• L•no longer reported | Private Equity Fund | $17.2M | 33 | Mar 25, 2014 |
| K• C••••••••• O••••••••• F••• L• | Private Equity Fund | $4.0M | 35 | Mar 26, 2021 |
| K• S•••••• O••••••••• F••• L••no longer reported | Hedge Fund | $3.9M | 7 | Feb 26, 2013 |
| K• F•••• L••no longer reported | Hedge Fund | $572,217 | 5 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- K•••• I•• · M••••••• M•••••controlsince 06/2008 · owns 50% to 75%
- Z•••••• I••• · Chief Investment Officercontrolsince 06/2008 · owns 25% to 50%
- G••••••• B••••• W•••• · Chief Financial Officer & Chief Compliance Officersince 01/2015 · owns less than 5%
- M•••••• R••• M•••••• · Partnersince 01/2014 · owns less than 5%
Related persons
Schedule D 7.A
- F•••• A••••••• M••••••••• L••investment adviserpooled vehicle sponsorn
- K• F•••• M••••••• M••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3 to 4Sep 2, 2020 to Mar 26, 2021
- Advisory employees · 7 to 6Sep 2, 2020 to Mar 26, 2021
- Pooled vehicle clients · 3 to 4Sep 2, 2020 to Mar 26, 2021
- Assets in custody · $779M to $897MSep 2, 2020 to Mar 26, 2021
- Employees · 12 to 11Sep 2, 2020 to Mar 26, 2021
- Private funds · 2 to 3Sep 2, 2020 to Mar 26, 2021
- Discretionary RAUM · $779M to $897MSep 2, 2020 to Mar 26, 2021
- Pooled vehicle RAUM · $779M to $897MSep 2, 2020 to Mar 26, 2021
- RAUM · $779M to $897MSep 2, 2020 to Mar 26, 2021
- Accounts · 4 to 3Mar 28, 2019 to Mar 27, 2020
- Advisory employees · 6 to 7Mar 28, 2019 to Mar 27, 2020
- Pooled vehicle clients · 4 to 3Mar 28, 2019 to Mar 27, 2020
- Assets in custody · $489M to $779MMar 28, 2019 to Mar 27, 2020
- Employees · 11 to 12Mar 28, 2019 to Mar 27, 2020
- Private funds · 3 to 2Mar 28, 2019 to Mar 27, 2020
- Discretionary RAUM · $489M to $779MMar 28, 2019 to Mar 27, 2020
- Pooled vehicle RAUM · $489M to $779MMar 28, 2019 to Mar 27, 2020
- RAUM · $489M to $779MMar 28, 2019 to Mar 27, 2020
- Advisory employees · 5 to 6Mar 28, 2018 to Mar 28, 2019
- Assets in custody · $404M to $489MMar 28, 2018 to Mar 28, 2019
- Employees · 10 to 11Mar 28, 2018 to Mar 28, 2019
- Discretionary RAUM · $404M to $489MMar 28, 2018 to Mar 28, 2019
- Pooled vehicle RAUM · $404M to $489MMar 28, 2018 to Mar 28, 2019
- RAUM · $404M to $489MMar 28, 2018 to Mar 28, 2019
- Advisory employees · 4 to 5Mar 27, 2017 to Mar 28, 2018
- Pooled vehicle clients · unset to 4.0Mar 27, 2017 to Mar 28, 2018
- Assets in custody · $220M to $404MMar 27, 2017 to Mar 28, 2018
- Employees · 7 to 10Mar 27, 2017 to Mar 28, 2018
- Other offices · unset to 0.0Mar 27, 2017 to Mar 28, 2018
- Discretionary RAUM · $220M to $404MMar 27, 2017 to Mar 28, 2018
- Pooled vehicle RAUM · unset to 403711959.0Mar 27, 2017 to Mar 28, 2018
- RAUM · $220M to $404MMar 27, 2017 to Mar 28, 2018
- Related adviser · false to trueMar 27, 2017 to Mar 28, 2018
- Accounts · 3 to 4Mar 17, 2016 to Mar 27, 2017
- Assets in custody · $172M to $220MMar 17, 2016 to Mar 27, 2017
- Legal name · K• F•••• M•••••••••, LLC to K• F•••• M••••••••• L••Mar 17, 2016 to Mar 27, 2017
- Private funds · 2 to 3Mar 17, 2016 to Mar 27, 2017
- Discretionary RAUM · $172M to $220MMar 17, 2016 to Mar 27, 2017
- RAUM · $172M to $220MMar 17, 2016 to Mar 27, 2017
- Advisory employees · 5 to 4Mar 19, 2015 to Mar 17, 2016
Signals
3 dated events
- K• F•••• M••••••••• reported RAUM $779.4M, up 59% from $489.2M (2019-03-28 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- K• F•••• M••••••••• reported RAUM $403.7M, up 83% from $220.3M (2017-03-27 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- K• F•••• M••••••••• filed its initial SEC registration (Form ADV)Jun 6, 2014 · ria f•••• adv filing · fact
Across DFX
shared identifiers only, never a name match
- K• F•••• M••••••••• · Independent Sponsorsshared crd · capital_provider
- K• F•••• M••••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- KGFUNDS.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