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••• M••••••••• L•
Latest filing Aug 24, 2026
First filing on the tape Oct 6, 2014 · 23 filings
SEC status approved since Oct 20, 2014
RAUM
$2.0B
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
30
22 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
13
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$2.0B as of Aug 24, 2026
Mar 30, 2015$330M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 24, 2026
Mar 30, 20150 then
Employees (5.A)30 as of Aug 24, 2026
Mar 30, 20156 then
Private funds13 as of Aug 24, 2026
Mar 30, 20151 then
RAUM +16% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 24, 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
- $163MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%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
- $2.0B, 12 clientsreportedItem 9.A
- 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
- 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$2.0B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 2reported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.0B for 12 clientsreported
- 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••• M••••• F••• L• | Hedge Fund | $913M | 53 | Jul 30, 2014 |
| K••• H••••••• I•• •• L•••• | Private Equity Fund | $114M | 19 | Feb 22, 2022 |
| K••• H••••••• F••• L• | Hedge Fund | $70.5M | 4 | Mar 6, 2018 |
| K••• H••••••• I• •• L•• | Hedge Fund | $57.1M | 4 | Mar 26, 2020 |
| K••• H••••••• I•• •• L•••• | Private Equity Fund | $50.0M | 9 | Mar 31, 2023 |
| K••• H••••••• I• •• L•• | Hedge Fund | $25.9M | 6 | Mar 26, 2021 |
Owners and control persons
Schedule A and B, latest filing
- A••••• N••••••••• O••• · Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- S•••••• N•••• · Chief Investment Officercontrolsince 12/2013 · owns less than 5%
- J•••••• D•••••• S•••••• · Membercontrolsince 12/2013 · owns 75% or more of K••• D• L••
- S•••••• N•••• · Membercontrolsince 12/2013 · owns 75% or more of K••• N• L••
Entity owners
- K••• D• L•• · Limited Partnerdirect · owns 25% to 50%
- K••• L•• · General Partnerdirect · owns less than 5%
- K••• N• L•• · Limited Partnerdirect · owns 50% to 75%
- K••• D• L•• · Managing Memberindirect · owns 25% to 50% of K••• L••
- K••• N• L•• · Managing Memberindirect · owns 50% to 75% of K••• L••
Related persons
Schedule D 7.A
- K••• G• L••investment adviserbankpooled vehicle sponsorn
- K••• G• L••investment adviserbankpooled vehicle sponsorn
- K••• H••••••• F••• G• L••investment adviserpooled vehicle sponsorn
- K••• H••••••• I• G• L••investment adviserbankpooled vehicle sponsorn
- K••• H••••••• I•• G• L••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Private funds · 11 to 13Mar 27, 2026 to Aug 24, 2026
- Accounts · 10 to 12Feb 26, 2026 to Mar 27, 2026
- Advisory employees · 23 to 22Feb 26, 2026 to Mar 27, 2026
- Advisory activities · 1 to 2Feb 26, 2026 to Mar 27, 2026
- Charity clients · 0 to 2Feb 26, 2026 to Mar 27, 2026
- Pooled vehicle clients · 10 to 12Feb 26, 2026 to Mar 27, 2026
- Assets in custody · $1.7B to $2.0BFeb 26, 2026 to Mar 27, 2026
- Employees · 31 to 30Feb 26, 2026 to Mar 27, 2026
- Discretionary RAUM · $1.7B to $2.0BFeb 26, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $1.7B to $2.0BFeb 26, 2026 to Mar 27, 2026
- RAUM · $1.7B to $2.0BFeb 26, 2026 to Mar 27, 2026
- Private funds · 9 to 11Nov 20, 2025 to Feb 26, 2026
- Accounts · 7 to 10Mar 27, 2024 to Mar 27, 2025
- Advisory employees · 21 to 23Mar 27, 2024 to Mar 27, 2025
- Pooled vehicle clients · 7 to 10Mar 27, 2024 to Mar 27, 2025
- Assets in custody · $1.2B to $1.7BMar 27, 2024 to Mar 27, 2025
- Employees · 29 to 31Mar 27, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 27, 2025
- Private funds · 5 to 9Mar 27, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.2B to $1.7BMar 27, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.2B to $1.7BMar 27, 2024 to Mar 27, 2025
- RAUM · $1.2B to $1.7BMar 27, 2024 to Mar 27, 2025
- Accounts · 8 to 7Jun 14, 2023 to Mar 27, 2024
- Advisory employees · 26 to 21Jun 14, 2023 to Mar 27, 2024
- Pooled vehicle clients · 8 to 7Jun 14, 2023 to Mar 27, 2024
- Assets in custody · $1.2B to $1.2BJun 14, 2023 to Mar 27, 2024
- Employees · 35 to 29Jun 14, 2023 to Mar 27, 2024
- Private funds · 6 to 5Jun 14, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.2B to $1.2BJun 14, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.2B to $1.2BJun 14, 2023 to Mar 27, 2024
- RAUM · $1.2B to $1.2BJun 14, 2023 to Mar 27, 2024
- Advisory employees · 21 to 26Mar 29, 2022 to Mar 31, 2023
- Assets in custody · $3.0B to $1.2BMar 29, 2022 to Mar 31, 2023
- Employees · 29 to 35Mar 29, 2022 to Mar 31, 2023
- Other offices · 2 to 3Mar 29, 2022 to Mar 31, 2023
- Private funds · 5 to 6Mar 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.0B to $1.2BMar 29, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $3.0B to $1.2BMar 29, 2022 to Mar 31, 2023
- RAUM · $3.0B to $1.2BMar 29, 2022 to Mar 31, 2023
- Related adviser · false to trueMar 29, 2022 to Mar 31, 2023
Signals
11 dated events
- K••• M••••••••• L• reported RAUM $1.7B, up 41% from $1.2B (2024-03-27 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- Alan Joshua Frost (Chief Financial Officer) no longer on Schedule A of K••• M••••••••• L• (listed 2023-03-31, absent 2023-05-31)May 31, 2023 · Control person left · inference
- K••• M••••••••• L• reported RAUM $1.2B, down 61% from $3.0B (2022-03-29 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- K••• M••••••••• L• reported RAUM $3.0B, up 34% from $2.3B (2022-02-22 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Eugenie Kim (Chief Compliance Officer) no longer on Schedule A of K••• M••••••••• L• (listed 2022-02-22, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- Alan Joshua Frost (Chief Financial Officer) appeared on Schedule A of K••• M••••••••• L•Mar 29, 2022 · Control person joined · fact
- N••• A•••• (Chief Compliance Officer) appeared on Schedule A of K••• M••••••••• L•Mar 29, 2022 · Control person joined · fact
- K••• M••••••••• L• reported RAUM $2.3B, up 164% from $853.3M (2020-03-26 to 2021-03-26)Mar 26, 2021 · RAUM change · derived
- K••• M••••••••• L• reported RAUM $853.3M, up 39% from $613.8M (2019-03-27 to 2020-03-26)Mar 26, 2020 · RAUM change · derived
- K••• M••••••••• L• reported RAUM $683.6M, up 63% from $418.8M (2017-03-30 to 2018-03-06)Mar 6, 2018 · RAUM change · derived
- K••• M••••••••• L• filed its initial SEC registration (Form ADV)Oct 6, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- K••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kora-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- beacons.ai/koracapreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-257-5670reportedpublic record, Form ADV, Aug 24, 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