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••••••• U•• L••
Latest filing Mar 26, 2026
First filing on the tape Aug 16, 2013 · 23 filings
SEC status approved since Sep 16, 2013
RAUM
$1.9B
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
40
24 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$1.9B as of Mar 26, 2026
Jan 31, 2014$337M then
HNW client RAUM$0 as of Mar 28, 2023
Mar 28, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Jan 31, 20140 then
Employees (5.A)40 as of Mar 26, 2026
Jan 31, 201424 then
Private funds10 as of Mar 26, 2026
Jan 31, 20141 then
RAUM -5.5% over the last fiscal year-4.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $120MderivedRAUM 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
- -5.5%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 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)
- 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$1.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- 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=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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K•••••• E••••••• P••••••• I•• L••• | Real Estate Fund | $1.1B | 64 | Mar 31, 2017 |
| K•••••• U• P••••••• I••• L••• | Real Estate Fund | $403M | 28 | Mar 28, 2023 |
| K•••••• E••••••• P••••••• I••• L•••no longer reported | Real Estate Fund | $243M | 28 | Mar 30, 2022 |
| K•••••• P••••••• I•• L••• | Real Estate Fund | $210M | 13 | Mar 26, 2024 |
| K•••••• E••••••• P••••••• I• L••• | Real Estate Fund | $106M | 33 | Aug 16, 2013 |
| K• C•••••••• I• L••• | Real Estate Fund | $35.1M | 10 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- L•••••• M•••• L•••• · Chief Compliance Officercontrolsince 06/2021 · owns less than 5%
- P••••••• L•••• · President And Chief Operating Officer - K•••••• P••••••• U•• L••controlsince 04/2013 · owns less than 5%
- Q••••••• G•••••• M•••• · Vice President & Senior Managing Director - K•••••• P••••••• U•• L••controlsince 04/2013 · owns less than 5%
- S••••• E•••• · Managing Member - K•••••• P••••••• U•• L••controlsince 09/2017 · owns 50% to 75%
- S••••• E•••• · Beneficiarycontrolsince 07/2013 · owns F of T•• K•••••• H••••••• T••••
Entity owners
- K•••••• M••••••••• L••• · Member - K•••••• P••••••• U•• L••direct · owns 50% to 75%
- K•••••• H•••••••• L•• · Shareholder - Common Sharesindirect · owns 50% to 75% of K•••••• M••••••••• L•••
- K•••••• I••••••••• L•••••• · Trusteeindirect · owns 50% to 75% of T•• K•••••• H••••••• T••••
- T•• K•••••• H••••••• T•••• · Shareholderindirect · owns 50% to 75% of K•••••• H•••••••• L••
Related persons
Schedule D 7.A
- K•• I• I•••••••• G•••••• L•••pooled vehicle sponsorn
- K•• I•••••••• G•••••• L•••pooled vehicle sponsorn
- K•••••• G••••• I• L•••pooled vehicle sponsorn
- K•••••• G••••• I•• L•••pooled vehicle sponsorn
- K•••••• G••••• I••• L•••pooled vehicle sponsorn
- K•••••• G••••• I•• L•••pooled vehicle sponsorn
- K•••••• H••••••• U•• L••pooled vehicle sponsorn
- K•••••• H•••••••• L•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom8 employees
- Los Angeles, CA6 employees
- Milan, Italy2 employees
- Dublin 2, Ireland1 employees
- Hamilton, Bermuda
What changed
consecutive filings, newest first
- Accounts · 15 to 16Mar 27, 2025 to Mar 26, 2026
- Advisory employees · 23 to 24Mar 27, 2025 to Mar 26, 2026
- Pooled vehicle clients · 15 to 16Mar 27, 2025 to Mar 26, 2026
- Employees · 35 to 40Mar 27, 2025 to Mar 26, 2026
- Private funds · 9 to 10Mar 27, 2025 to Mar 26, 2026
- Discretionary RAUM · $2.0B to $1.9BMar 27, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $2.0B to $1.9BMar 27, 2025 to Mar 26, 2026
- RAUM · $2.0B to $1.9BMar 27, 2025 to Mar 26, 2026
- Accounts · 10 to 15Mar 26, 2024 to Mar 27, 2025
- Advisory employees · 22 to 23Mar 26, 2024 to Mar 27, 2025
- Pooled vehicle clients · 10 to 15Mar 26, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 27, 2025
- Other offices · 6 to 0Mar 26, 2024 to Mar 27, 2025
- Private funds · 5 to 9Mar 26, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.9B to $2.0BMar 26, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.9B to $2.0BMar 26, 2024 to Mar 27, 2025
- RAUM · $1.9B to $2.0BMar 26, 2024 to Mar 27, 2025
- Accounts · 8 to 10Mar 28, 2023 to Mar 26, 2024
- Advisory employees · 28 to 22Mar 28, 2023 to Mar 26, 2024
- Pooled vehicle clients · 8 to 10Mar 28, 2023 to Mar 26, 2024
- Employees · 33 to 35Mar 28, 2023 to Mar 26, 2024
- Private funds · 4 to 5Mar 28, 2023 to Mar 26, 2024
- Discretionary RAUM · $2.2B to $1.9BMar 28, 2023 to Mar 26, 2024
- HNW RAUM · 0.0 to unsetMar 28, 2023 to Mar 26, 2024
- Individual RAUM · 0.0 to unsetMar 28, 2023 to Mar 26, 2024
- Pension RAUM · 0.0 to unsetMar 28, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $2.2B to $1.9BMar 28, 2023 to Mar 26, 2024
- RAUM · $2.2B to $1.9BMar 28, 2023 to Mar 26, 2024
- Advisory employees · 48 to 28Aug 8, 2022 to Mar 28, 2023
- Employees · 62 to 33Aug 8, 2022 to Mar 28, 2023
- Discretionary RAUM · $2.4B to $2.2BAug 8, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $2.4B to $2.2BAug 8, 2022 to Mar 28, 2023
- RAUM · $2.4B to $2.2BAug 8, 2022 to Mar 28, 2023
- Other offices · 8 to 6Mar 30, 2022 to Aug 8, 2022
- Accounts · 5 to 8Jul 28, 2021 to Mar 30, 2022
- Advisory employees · 46 to 48Jul 28, 2021 to Mar 30, 2022
- Pooled vehicle clients · 5 to 8Jul 28, 2021 to Mar 30, 2022
- Employees · 55 to 62Jul 28, 2021 to Mar 30, 2022
- Other offices · 9 to 8Jul 28, 2021 to Mar 30, 2022
- Private funds · 2 to 4Jul 28, 2021 to Mar 30, 2022
Signals
5 dated events
- K•••••• P••••••• U•• L•• reported 0 offices beyond its principal office, down from 6 (2024-03-26 to 2025-03-27)Mar 27, 2025 · Office count change · derived
- Stephen Mark Fenchelle (Chief Financial Officer - Curzon Advisers Limited) no longer on Schedule A of K•••••• P••••••• U•• L•• (listed 2021-07-28, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- John Dennis Collins (Chief Compliance Officer) no longer on Schedule A of K•••••• P••••••• U•• L•• (listed 2021-05-07, absent 2021-07-28)Jul 28, 2021 · Control person left · inference
- L•••• M••• L••••• (Chief Compliance Officer) appeared on Schedule A of K•••••• P••••••• U•• L••Jul 28, 2021 · Control person joined · fact
- K•••••• P••••••• U•• L•• filed its initial SEC registration (Form ADV)Aug 16, 2013 · First SEC registration · fact
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
- Firm profile
- linkedin.com/company/kildarepartnersreportedpublic record, Form ADV, Sep 19, 2026
- Firm profile
- linkedin.com/company/curzon-advisers-limitedreportedpublic record, Form ADV, Sep 19, 2026
- Website
- CURZONADVISERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 214-756-6030reportedpublic record, Form ADV, Mar 26, 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•••••• P••••••• U•• 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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