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••••••• C•••••• P••••••• L••

Asset manager (funds and pooled vehicles)Southlake, TexasCRD 283489SEC 801-118592website IAPD

Latest filing Apr 28, 2026

First filing on the tape Mar 30, 2020 · 18 filings

SEC status approved since May 14, 2020

RAUM

$232M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

36 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

18 filings and snapshots on the tape

RAUM$232M as of Apr 28, 2026

Mar 31, 2021$203M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Apr 28, 2026

Mar 31, 20210 then

Employees (5.A)36 as of Apr 28, 2026

Mar 31, 202122 then

Private funds9 as of Apr 28, 2026

Mar 31, 202114 then

RAUM +9.1% over the last fiscal year+2.7% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Apr 28, 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: $25.8MderivedRAUM 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: unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year: +9.1%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 pooled vehiclesreportedItem 5.G
Custody: yesreportedItem 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)
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$232M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 9reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $0 for 0 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=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

Every departure Every arrival

Private funds

21 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
K• P•••••• I••••••••• F••• I•• L•	Private Equity Fund	$68.9M	80	Mar 30, 2020
K••••••• F••• I••• L•	Private Equity Fund	$61.4M	46	Mar 30, 2023
K••••••• D••••• X••• L•	Private Equity Fund	$29.9M	30	Jan 31, 2019
K• O••••••••• F••• L•	Private Equity Fund	$29.2M	46	Jan 31, 2019
K••• P••••• H•••••••• L••	Private Equity Fund	$18.8M	5	Mar 30, 2020
K••••••• F••• I• L•	Private Equity Fund	$17.9M	19	Mar 30, 2023
K••••••• D••••• V• L•	Private Equity Fund	$17.0M	26	Jan 31, 2019
K•• K••••• L•	Private Equity Fund	$9.3M	12	Jan 31, 2019
K••••••• D••••• I• L•no longer reported	Private Equity Fund	$1.1M	13	Jan 31, 2019
K••••••• D••••• V••• L•no longer reported	Private Equity Fund	$520,000	18	Jan 31, 2019
K••••••• D••••• I••• L•no longer reported	Private Equity Fund	$400,000	11	Jan 31, 2019
K••••••• D••••• X•• L•no longer reported	Private Equity Fund	$215,000	1	Jan 31, 2019
K••••••• D••••• I• L•	Private Equity Fund	$174,672	18	Jan 31, 2019
K••••••• D••••• X• L•	Private Equity Fund	$94,130	20	Jan 31, 2019
K•• N•••••••• L•no longer reported	Private Equity Fund	$71,183	0	Jan 31, 2019
K•• L••• H••••••• L•no longer reported	Private Equity Fund	$41,750	19	Jan 31, 2019
K••••••• D••••• V•••• L•no longer reported	Private Equity Fund	$21,000	14	Jan 31, 2019
K••••••• D••••• V•• L•	Private Equity Fund	$9,934	15	Jan 31, 2019
K• A•• H•••••• L•	Private Equity Fund	$246	20	Jan 31, 2019
K••••••• D••••• X••• L•	Private Equity Fund	$67	23	Jan 31, 2019
B••••••••• K• S•• H•••••••• L•	Private Equity Fund	$0	2	Mar 30, 2020

Owners and control persons

Schedule A and B, latest filing

D•••••• C••••••••• N•• · President And Managing Membercontrol
since 02/2006 · owns 25% to 50%
G••••••••• J•••••••• R••••• · Managing Membercontrol
since 02/2006 · owns 25% to 50%
M•••••• M•••••• · Chief Compliance Officer & Chief Financial Officercontrol
since 11/2023 · owns less than 5%

Related persons

Schedule D 7.A

K• A•• H•••••• G•• L••
pooled vehicle sponsorn
K••••••• C•••••• P•••••••• L••
pooled vehicle sponsorn
K••••••• F••• I• G• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Discretionary RAUM · $231M to $232M
Mar 27, 2026 to Apr 28, 2026
Pooled vehicle RAUM · $231M to $232M
Mar 27, 2026 to Apr 28, 2026
RAUM · $231M to $232M
Mar 27, 2026 to Apr 28, 2026
Accounts · 10 to 9
Apr 28, 2025 to Mar 27, 2026
Advisory employees · 35 to 36
Apr 28, 2025 to Mar 27, 2026
Pooled vehicle clients · 10 to 9
Apr 28, 2025 to Mar 27, 2026
Employees · 35 to 36
Apr 28, 2025 to Mar 27, 2026
Private funds · 10 to 9
Apr 28, 2025 to Mar 27, 2026
Discretionary RAUM · $212M to $231M
Apr 28, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $212M to $231M
Apr 28, 2025 to Mar 27, 2026
RAUM · $212M to $231M
Apr 28, 2025 to Mar 27, 2026
Accounts · 15 to 10
Apr 26, 2024 to Apr 28, 2025
Advisory employees · 41 to 35
Apr 26, 2024 to Apr 28, 2025
Pooled vehicle clients · 15 to 10
Apr 26, 2024 to Apr 28, 2025
Employees · 41 to 35
Apr 26, 2024 to Apr 28, 2025
Financial planning clients · unset to
Apr 26, 2024 to Apr 28, 2025
Other offices · 0 to 1
Apr 26, 2024 to Apr 28, 2025
Private funds · 14 to 10
Apr 26, 2024 to Apr 28, 2025
Discretionary RAUM · $239M to $212M
Apr 26, 2024 to Apr 28, 2025
Pooled vehicle RAUM · $239M to $212M
Apr 26, 2024 to Apr 28, 2025
RAUM · $239M to $212M
Apr 26, 2024 to Apr 28, 2025
Discretionary RAUM · $241M to $239M
Mar 28, 2024 to Apr 26, 2024
Pooled vehicle RAUM · $241M to $239M
Mar 28, 2024 to Apr 26, 2024
RAUM · $241M to $239M
Mar 28, 2024 to Apr 26, 2024
Accounts · 14 to 15
Nov 10, 2023 to Mar 28, 2024
Advisory employees · 40 to 41
Nov 10, 2023 to Mar 28, 2024
Pooled vehicle clients · 14 to 15
Nov 10, 2023 to Mar 28, 2024
Employees · 40 to 41
Nov 10, 2023 to Mar 28, 2024
HQ city · SAN FRANCISCO to SOUTHL•••
Nov 10, 2023 to Mar 28, 2024
HQ state · CA to TX
Nov 10, 2023 to Mar 28, 2024
Discretionary RAUM · $214M to $241M
Nov 10, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $214M to $241M
Nov 10, 2023 to Mar 28, 2024
RAUM · $214M to $241M
Nov 10, 2023 to Mar 28, 2024
Discretionary RAUM · $214M to $214M
Mar 30, 2023 to Apr 28, 2023
Pooled vehicle RAUM · $214M to $214M
Mar 30, 2023 to Apr 28, 2023
RAUM · $214M to $214M
Mar 30, 2023 to Apr 28, 2023
Advisory employees · 35 to 40
Apr 28, 2022 to Mar 30, 2023
Employees · 35 to 40
Apr 28, 2022 to Mar 30, 2023
Private funds · 13 to 14
Apr 28, 2022 to Mar 30, 2023
Discretionary RAUM · $244M to $214M
Apr 28, 2022 to Mar 30, 2023

Signals

4 dated events

M•••••• Mcbeam (Chief Compliance Officer & Chief Financial Officer) appeared on Schedule A of K••••••• C•••••• P••••••• L••
Nov 10, 2023 · Control person joined · fact
Nmn Johnny Acosta (Chief Compliance Officer & Chief Financial Officer) no longer on Schedule A of K••••••• C•••••• P••••••• L•• (listed 2023-08-01, absent 2023-11-10)
Nov 10, 2023 · Control person left · inference
Johnny Acosta (Chief Compliance Officer & Chief Financial Officer) appeared on Schedule A of K••••••• C•••••• P••••••• L••
Jul 6, 2023 · Control person joined · fact
K••••••• C•••••• P••••••• L•• filed its initial SEC registration (Form ADV)
Mar 30, 2020 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

K••••••• C•••••• P••••••• L•• · Independent Sponsors
shared crd · capital_provider
K••••••• C•••••• P••••••• L•• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/kingfish-group/aboutreportedpublic record, Form ADV, Sep 19, 2026
Website: k•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
Principal office phone: 650-980-0200reportedpublic record, Form ADV, Apr 28, 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