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••••••• L••
Latest filing Jun 26, 2026
First filing on the tape May 26, 2015 · 18 filings
SEC status approved since Jun 1, 2015
RAUM
$291M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
1.1%
$3.3M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$291M as of Jun 26, 2026
Jun 27, 2016$614M then
HNW client RAUM$1.0M as of Jun 26, 2026
Jun 29, 2018$27.4M then
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Jun 27, 20160 then
Employees (5.A)11 as of Jun 26, 2026
Jun 27, 20169 then
Private funds: no history
RAUM -29% over the last fiscal year-14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 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
- $18.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 21%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
- +11%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 individuals, 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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$227M78%
- Charitable organizations$60.4M21%
- Individuals$2.2M0.8%
- High-net-worth individuals$1.0M0.4%
- Corporations and businesses$664,9080.2%
- Individual clients
- 7reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.78 institutional_share=0.21 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- E••••••••• C••••• M••• · Partnercontrolsince 05/2021 · owns 5% to 10%
- R••••• M••••••• M•• E••••• · Chief Executive Officer & Partnercontrolsince 09/2009 · owns 25% to 50%
- S••••• O•••••• R••••• A••••• · Partnercontrolsince 09/2009 · owns 25% to 50%
- W••••• S••••••••• J••• G••••• · Partnercontrolsince 05/2021 · owns 5% to 10%
- P•••••• D••••• W••••••• M•••••• · Chief Compliance Officer & Chief Financial Officersince 11/2020 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Jun 26, 2026institutional share of RAUM of 21% against a peer median of 0% (1568 comparable advisers, 99.0th percentile, 7.0 robust deviations)peers: asset managers, $100M to $500M (1,568) · 99% percentile
- business activity changedChange between filings · filing Jun 26, 2026advises private funds (Item 7.B): no on the filing of 2025-06-25, yes on the filing of 2026-06-26peers: asset managers, $100M to $500M (1,568)
What changed
consecutive filings, newest first
- Accounts · 20 to 16Jun 25, 2025 to Jun 26, 2026
- Advisory employees · 6 to 5Jun 25, 2025 to Jun 26, 2026
- Advisory activities · 4 to 3Jun 25, 2025 to Jun 26, 2026
- Business name · K•••••• P••••••• L•• O••• I••• N•• D•••••••• to K•••••• P••••••• L••Jun 25, 2025 to Jun 26, 2026
- Individual clients · 9 to 7Jun 25, 2025 to Jun 26, 2026
- Pooled vehicle clients · 3 to 4Jun 25, 2025 to Jun 26, 2026
- Employees · 12 to 11Jun 25, 2025 to Jun 26, 2026
- Discretionary RAUM · $400M to $291MJun 25, 2025 to Jun 26, 2026
- HNW RAUM · $4.6M to $1.0MJun 25, 2025 to Jun 26, 2026
- Individual RAUM · $2.9M to $2.2MJun 25, 2025 to Jun 26, 2026
- Pooled vehicle RAUM · $278M to $227MJun 25, 2025 to Jun 26, 2026
- RAUM · $400M to $291MJun 25, 2025 to Jun 26, 2026
- Individual clients · 10 to 9Jun 18, 2024 to Jun 25, 2025
- Pooled vehicle clients · 2 to 3Jun 18, 2024 to Jun 25, 2025
- Employees · 11 to 12Jun 18, 2024 to Jun 25, 2025
- Financial planning clients · 0 to 0Jun 18, 2024 to Jun 25, 2025
- HQ state · unset to Jun 18, 2024 to Jun 25, 2025
- Discretionary RAUM · $454M to $400MJun 18, 2024 to Jun 25, 2025
- HNW RAUM · $5.3M to $4.6MJun 18, 2024 to Jun 25, 2025
- Individual RAUM · $3.7M to $2.9MJun 18, 2024 to Jun 25, 2025
- Pooled vehicle RAUM · $255M to $278MJun 18, 2024 to Jun 25, 2025
- RAUM · $454M to $400MJun 18, 2024 to Jun 25, 2025
- Advisory employees · 7 to 6Jun 29, 2023 to Jun 18, 2024
- Employees · 14 to 11Jun 29, 2023 to Jun 18, 2024
- Discretionary RAUM · $409M to $454MJun 29, 2023 to Jun 18, 2024
- HNW RAUM · $4.9M to $5.3MJun 29, 2023 to Jun 18, 2024
- Individual RAUM · $3.4M to $3.7MJun 29, 2023 to Jun 18, 2024
- Pooled vehicle RAUM · $231M to $255MJun 29, 2023 to Jun 18, 2024
- RAUM · $409M to $454MJun 29, 2023 to Jun 18, 2024
- Accounts · 17 to 20Jul 29, 2022 to Jun 29, 2023
- Discretionary RAUM · $413M to $409MJul 29, 2022 to Jun 29, 2023
- HNW RAUM · $3.4M to $4.9MJul 29, 2022 to Jun 29, 2023
- Individual RAUM · $5.2M to $3.4MJul 29, 2022 to Jun 29, 2023
- Pooled vehicle RAUM · $271M to $231MJul 29, 2022 to Jun 29, 2023
- RAUM · $413M to $409MJul 29, 2022 to Jun 29, 2023
- Accounts · 82 to 17Jun 30, 2021 to Jun 30, 2022
- Advisory employees · 8 to 7Jun 30, 2021 to Jun 30, 2022
- Business name · K•••••• P••••••• O• K•••••• I••••••••• P••••••• to K•••••• P••••••• L•• O••• I••• N•• D••••••••Jun 30, 2021 to Jun 30, 2022
- Corporate clients · 1.0 to unsetJun 30, 2021 to Jun 30, 2022
- HNW clients · 11.0 to unsetJun 30, 2021 to Jun 30, 2022
Signals
9 dated events
- K•••••• P••••••• L•• reported RAUM $291.0M, down 27% from $399.7M (2025-06-25 to 2026-06-26)Jun 26, 2026 · RAUM change · derived
- Mark Chris Errington (Partner) appeared on Schedule A of K•••••• P••••••• L••Jun 30, 2022 · Control person joined · fact
- Jake Golder Sebastian White (Partner) appeared on Schedule A of K•••••• P••••••• L••Jun 30, 2022 · Control person joined · fact
- Christopher Wright (Chairman & Partner) no longer on Schedule A of K•••••• P••••••• L•• (listed 2021-06-30, absent 2022-06-30)Jun 30, 2022 · Control person left · inference
- Marie Nicola Scott (Partner) no longer on Schedule A of K•••••• P••••••• L•• (listed 2020-06-29, absent 2021-06-30)Jun 30, 2021 · Control person left · inference
- Charles Ari Zaphiriou-Zarifi (Chairman & Partner) no longer on Schedule A of K•••••• P••••••• L•• (listed 2020-06-29, absent 2021-06-30)Jun 30, 2021 · Control person left · inference
- K•••••• P••••••• L•• reported RAUM $453.4M, up 73% from $261.8M (2020-06-29 to 2021-06-30)Jun 30, 2021 · RAUM change · derived
- Christopher Wright (Chairman & Partner) appeared on Schedule A of K•••••• P••••••• L••Jun 30, 2021 · Control person joined · fact
- K•••••• P••••••• O• K•••••• I••••••••• P••••••• filed its initial SEC registration (Form ADV)May 26, 2015 · 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
- Website
- kestrelpartners.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +44 203 371 6100reportedpublic record, Form ADV, Jun 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