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•••• H••• P••••••• L•
Latest filing Jul 7, 2026
First filing on the tape Mar 31, 2017 · 27 filings
SEC status approved since Jun 27, 2017
RAUM
$12B
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
50
32 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
36
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$12B as of Jul 7, 2026
Mar 30, 2018$568M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 7, 2026
Mar 30, 20180 then
Employees (5.A)50 as of Jul 7, 2026
Mar 30, 20187 then
Private funds36 as of Jul 7, 2026
Mar 30, 20185 then
RAUM +29% over the last fiscal year+36% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Jul 7, 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
- $325MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%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, fixed fees, performance-basedreportedItem 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$12B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 36reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, 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
24 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K•••• H••• P••••••• F••• I• L• | Private Equity Fund | $991M | 276 | Mar 29, 2023 |
| K•••• H••• P••••••• F••• I•• L• | Private Equity Fund | $752M | 171 | Mar 25, 2021 |
| K•••• H••• P••••••• O••••••• F••••• F••• I• L• | Private Equity Fund | $515M | 93 | Mar 29, 2023 |
| K•••• H••• P••••••• F••• I• L• | Private Equity Fund | $440M | 142 | Mar 30, 2018 |
| K•••• H••• P••••••• F••••• F••• I• L• | Private Equity Fund | $437M | 115 | Mar 29, 2023 |
| K•••• H••• P••••••• O••••••••• F••• I• L• | Private Equity Fund | $327M | 262 | Mar 29, 2023 |
| K•••• H••• P••••••• S•••••••• F••• L• | Private Equity Fund | $278M | 226 | Mar 29, 2023 |
| K•••• H••• P••••••• O••••••••• F••• I•• L• | Private Equity Fund | $271M | 155 | Mar 25, 2021 |
| K•• S•••••••• 1• L• | Private Equity Fund | $248M | 49 | Mar 29, 2023 |
| K•••• H••• P••••••• F••• L• | Private Equity Fund | $195M | 80 | May 9, 2016 |
| K•• S•••••••• 1• L• | Private Equity Fund | $131M | 32 | Mar 25, 2021 |
| K•• P••••••• F••• L• | Private Equity Fund | $96.3M | 42 | Mar 29, 2024 |
| K•• S•••••••• 1• L• | Private Equity Fund | $58.4M | 11 | Mar 30, 2022 |
| K•• S•••••••• 7• L• | Private Equity Fund | $53.9M | 15 | Mar 29, 2019 |
| K•• G••••• S•• L• | Private Equity Fund | $47.7M | 11 | Mar 29, 2024 |
| K•• S•••••••• 9• L• | Private Equity Fund | $38.3M | 32 | Mar 29, 2019 |
| K•• R•••••• S•• L• | Private Equity Fund | $31.9M | 3 | Mar 29, 2024 |
| K•• S•••••••• 1• L• | Private Equity Fund | $23.2M | 6 | Mar 29, 2023 |
| K•• S•••••••• 3• L• | Private Equity Fund | $17.4M | 4 | Mar 31, 2017 |
| K•• S•••••••• 1• L• | Private Equity Fund | $15.5M | 3 | Mar 27, 2020 |
| F••••••• V••••••• L• | Private Equity Fund | $10.4M | 3 | Mar 30, 2018 |
| K•• S•••••••• 1• L• | Private Equity Fund | $8.6M | 4 | Mar 30, 2022 |
| K•• S•••••••• 1• L• | Private Equity Fund | $2.5M | 2 | Mar 31, 2017 |
| K•• S•••••••• 6• L•• | Private Equity Fund | $3,292 | 11 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• J••••• R•••••• · Limited Partnercontrolsince 09/2015 · owns 25% to 50%
- B•••• M••••••• A•••• · General Partnercontrolsince 09/2015 · owns 50% to 75%
- S••••• E•••• W•••••• · Chief Operating Officer/Chief Compliance Officercontrolsince 09/2021 · owns less than 5%
Related persons
Schedule D 7.A
- K•• P••••••• G• L••pooled vehicle sponsorn
- K•• F••• G• I• L••pooled vehicle sponsorn
- K•• F••• G• I•• L••pooled vehicle sponsorn
- K•• F••• G• I• L••pooled vehicle sponsorn
- K•• F••• G• L••bankpooled vehicle sponsorn
- K•• S•••••••• F••• G• L••pooled vehicle sponsorn
- K•••• H••• P••••••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Zurich, Switzerland5 employees
What changed
consecutive filings, newest first
- Accounts · 32 to 36Jul 30, 2025 to Mar 30, 2026
- Advisory employees · 29 to 32Jul 30, 2025 to Mar 30, 2026
- Pooled vehicle clients · 32 to 36Jul 30, 2025 to Mar 30, 2026
- Employees · 44 to 50Jul 30, 2025 to Mar 30, 2026
- Other offices · 1 to 2Jul 30, 2025 to Mar 30, 2026
- Private funds · 32 to 36Jul 30, 2025 to Mar 30, 2026
- Discretionary RAUM · $9.1B to $12BJul 30, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $9.1B to $12BJul 30, 2025 to Mar 30, 2026
- RAUM · $9.1B to $12BJul 30, 2025 to Mar 30, 2026
- Accounts · 42 to 32Mar 31, 2025 to Jul 30, 2025
- Financial planning clients · unset to Mar 31, 2025 to Jul 30, 2025
- Accounts · 31 to 42Jul 1, 2024 to Mar 31, 2025
- Advisory employees · 27 to 29Jul 1, 2024 to Mar 31, 2025
- Pooled vehicle clients · 31 to 32Jul 1, 2024 to Mar 31, 2025
- Employees · 42 to 44Jul 1, 2024 to Mar 31, 2025
- Private funds · 24 to 32Jul 1, 2024 to Mar 31, 2025
- Discretionary RAUM · $5.0B to $9.1BJul 1, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $5.0B to $9.1BJul 1, 2024 to Mar 31, 2025
- RAUM · $5.0B to $9.1BJul 1, 2024 to Mar 31, 2025
- Accounts · 26 to 31Jul 10, 2023 to Mar 29, 2024
- Advisory employees · 24 to 27Jul 10, 2023 to Mar 29, 2024
- Pooled vehicle clients · 26 to 31Jul 10, 2023 to Mar 29, 2024
- Employees · 35 to 42Jul 10, 2023 to Mar 29, 2024
- Other offices · 0 to 1Jul 10, 2023 to Mar 29, 2024
- Private funds · 21 to 24Jul 10, 2023 to Mar 29, 2024
- Discretionary RAUM · $4.7B to $5.0BJul 10, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.7B to $5.0BJul 10, 2023 to Mar 29, 2024
- RAUM · $4.7B to $5.0BJul 10, 2023 to Mar 29, 2024
- Accounts · 18 to 26Jul 6, 2022 to Mar 29, 2023
- Advisory employees · 17 to 24Jul 6, 2022 to Mar 29, 2023
- Pooled vehicle clients · 18 to 26Jul 6, 2022 to Mar 29, 2023
- Employees · 26 to 35Jul 6, 2022 to Mar 29, 2023
- Private funds · 14 to 21Jul 6, 2022 to Mar 29, 2023
- Discretionary RAUM · $2.5B to $4.7BJul 6, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $2.5B to $4.7BJul 6, 2022 to Mar 29, 2023
- RAUM · $2.5B to $4.7BJul 6, 2022 to Mar 29, 2023
- Accounts · 16 to 18Sep 24, 2021 to Mar 30, 2022
- Advisory employees · 10 to 17Sep 24, 2021 to Mar 30, 2022
- Pooled vehicle clients · 16 to 18Sep 24, 2021 to Mar 30, 2022
- Employees · 17 to 26Sep 24, 2021 to Mar 30, 2022
Signals
11 dated events
- K•••• H••• P••••••• L• reported RAUM $11.7B, up 29% from $9.1B (2025-07-30 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- K•••• H••• P••••••• L• reported RAUM $9.1B, up 83% from $5.0B (2024-07-01 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- K•••• H••• P••••••• L• reported RAUM $4.7B, up 86% from $2.5B (2022-07-06 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- William Eric Swann (Chief Operating Officer/Chief Compliance Officer) appeared on Schedule A of K•••• H••• P••••••• L•Sep 24, 2021 · Control person joined · fact
- Louis Sciarretta (Chief Compliance Officer / Chief Operating Officer) no longer on Schedule A of K•••• H••• P••••••• L• (listed 2021-03-25, absent 2021-04-14)Apr 14, 2021 · Control person left · inference
- K•••• H••• P••••••• L• reported RAUM $2.0B, up 127% from $894.3M (2020-10-01 to 2021-03-25)Mar 25, 2021 · RAUM change · derived
- Louis Sciarretta (Chief Compliance Officer / Chief Operating Officer) appeared on Schedule A of K•••• H••• P••••••• L•Nov 27, 2019 · Control person joined · fact
- K•••• H••• P••••••• L• reported RAUM $834.1M, up 47% from $567.6M (2018-10-09 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- K•••• H••• P••••••• L• reported RAUM $567.6M, up 150% from $226.6M (2017-06-20 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- K•••• H••• P••••••• L•• filed its initial SEC registration (Form ADV)Mar 31, 2017 · First SEC registration · fact
- K•••• H••• P••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 31, 2017 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- K•••• H••• P••••••• L• · Independent Sponsorsshared crd · capital_provider
- K•••• H••• P••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kline-hill-partners-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- k••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 203-987-6120reportedpublic record, Form ADV, Jul 7, 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