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 Mar 31, 2026
First filing on the tape Jul 14, 2016 · 23 filings
SEC status approved since Nov 25, 2016
RAUM
$642M
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
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$642M as of Mar 31, 2026
Mar 31, 2017$303M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20170 then
Employees (5.A)11 as of Mar 31, 2026
Mar 31, 20179 then
Private funds9 as of Mar 31, 2026
Mar 31, 20175 then
RAUM +12% over the last fiscal year+1.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $71.4MderivedRAUM 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
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $642M, 9 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
- 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$642M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $642M for 9 clientsreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K••• R••• E••••• I••••••••• P••••••• I•• L•• | Real Estate Fund | $153M | 79 | Mar 31, 2017 |
| K••• R••• E••••• I••••••••• P••••••• I••• L•• | Real Estate Fund | $122M | 76 | Jul 14, 2016 |
| K••• R••• E••••• I••••••••• P••••••• V• L•• | Real Estate Fund | $111M | 105 | Apr 1, 2019 |
| K••• R••• E••••• I••••••••• P••••••• I•• L•• | Real Estate Fund | $47.6M | 54 | Jul 14, 2016 |
| K••• R••• E••••• I••••••••• P••••••• V• M••••• F•••• L•• | Real Estate Fund | $15.3M | 2 | Mar 31, 2023 |
| K••• 6• S•••••• L•• | Real Estate Fund | $14.2M | 27 | Mar 31, 2017 |
| K••• R••• E••••• I••••••••• P••••••• V•• L•• | Real Estate Fund | $12.6M | 20 | Mar 31, 2023 |
| K••• R••• E••••• I••••••••• P••••••• V• Q•• L•• | Real Estate Fund | $11.1M | 75 | Mar 31, 2023 |
| K••• R••• E••••• I••••••••• P•••••••• L•• | Real Estate Fund | $0 | 0 | Jul 14, 2016 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• A•••• A•••••• · Principalcontrolsince 11/2008 · owns 25% to 50%
- D••••• M••••••• V•••••• · Cfocontrolsince 02/2016 · owns less than 5%
- P••••••••• K••••••• D•••• · Executive Chairmancontrolsince 11/2008 · owns 25% to 50%
- H•••• K••••••• J••• · Trusteecontrolsince 11/2008 · owns F of S••• P•••••••• 2••• I••••••••• T••••
- H•••• K••••••• J••• · Trusteecontrolsince 11/2008 · owns F of D••••• P•••••••• 2••• I••••••••• T••••
- H•••• K••••••• J••• · Trusteecontrolsince 11/2008 · owns F of R••••• P•••••••• 2••• I••••••••• T••••
- A•••••••• R••••• J••••• · Membersince 04/2017 · owns less than 5%
- B••••••••• J•••••••• A••••• · Membersince 11/2008 · owns 5% to 10%
- G••••••••• M••••••• R••••• · Chief Operating Officersince 04/2016 · owns less than 5%
- H•••• K••••••• J••• · Trustee, D••••• P•••••••• 2••• I••••••••• T••••since 11/2008 · owns 10% to 25%
- M••••• J•••• M•••••• · Managing Directorsince 04/2016 · owns less than 5%
Entity owners
- D••••• P•••••••• 2••• I••••••••• T•••• · Memberdirect · owns 10% to 25%
- R••••• P•••••••• 2••• I••••••••• T•••• · Memberdirect · owns 10% to 25%
- S••• P•••••••• 2••• I••••••••• T•••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 9 to 11Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $0 to $642MMar 31, 2025 to Mar 31, 2026
- Employees · 9 to 11Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $574M to $642MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $574M to $642MMar 31, 2025 to Mar 31, 2026
- RAUM · $574M to $642MMar 31, 2025 to Mar 31, 2026
- Accounts · 8 to 9Apr 19, 2024 to Mar 31, 2025
- Pooled vehicle clients · 8 to 9Apr 19, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Apr 19, 2024 to Mar 31, 2025
- Discretionary RAUM · $543M to $574MApr 19, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $543M to $574MApr 19, 2024 to Mar 31, 2025
- RAUM · $543M to $574MApr 19, 2024 to Mar 31, 2025
- Assets in custody · $618M to $0May 8, 2023 to Mar 29, 2024
- Discretionary RAUM · $618M to $543MMay 8, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $618M to $543MMay 8, 2023 to Mar 29, 2024
- RAUM · $618M to $543MMay 8, 2023 to Mar 29, 2024
- HQ city · RIDGEFIELD PARK to ENGLEWOODApr 6, 2023 to May 8, 2023
- Accounts · 6 to 8Aug 31, 2022 to Mar 31, 2023
- Advisory employees · 7 to 9Aug 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 6 to 8Aug 31, 2022 to Mar 31, 2023
- Assets in custody · $54.1M to $618MAug 31, 2022 to Mar 31, 2023
- Employees · 7 to 9Aug 31, 2022 to Mar 31, 2023
- Private funds · 6 to 9Aug 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $604M to $618MAug 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $604M to $618MAug 31, 2022 to Mar 31, 2023
- RAUM · $604M to $618MAug 31, 2022 to Mar 31, 2023
- Assets in custody · $22.0M to $54.1MApr 23, 2021 to Mar 31, 2022
- Discretionary RAUM · $428M to $604MApr 23, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $428M to $604MApr 23, 2021 to Mar 31, 2022
- RAUM · $428M to $604MApr 23, 2021 to Mar 31, 2022
- Assets in custody · $27.6M to $22.0MApr 29, 2020 to Apr 1, 2021
- Discretionary RAUM · $465M to $428MApr 29, 2020 to Apr 1, 2021
- Pooled vehicle RAUM · $465M to $428MApr 29, 2020 to Apr 1, 2021
- RAUM · $465M to $428MApr 29, 2020 to Apr 1, 2021
- Accounts · 5 to 6Oct 22, 2019 to Mar 30, 2020
- Advisory employees · 5 to 7Oct 22, 2019 to Mar 30, 2020
- Pooled vehicle clients · 5 to 6Oct 22, 2019 to Mar 30, 2020
- Assets in custody · $16.7M to $27.6MOct 22, 2019 to Mar 30, 2020
- Discretionary RAUM · $388M to $465MOct 22, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $388M to $465MOct 22, 2019 to Mar 30, 2020
Signals
4 dated events
- K••• M••••••••• L•• reported RAUM $603.7M, up 41% from $428.3M (2021-04-23 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Jay Laurence Rappaport (Member) no longer on Schedule A of K••• M••••••••• L•• (listed 2020-04-29, absent 2021-04-01)Apr 1, 2021 · Control person left · inference
- K••• M••••••••• L•• reported RAUM $423.4M, up 40% from $302.8M (2018-04-03 to 2018-04-04)Apr 4, 2018 · RAUM change · derived
- K••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jul 14, 2016 · 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/the-kabr-groupreportedpublic record, Form ADV, Sep 19, 2026
- Website
- K•••GROUP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 201-845-2555reportedpublic record, Form ADV, Mar 31, 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••• M••••••••• 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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