DFX Intelligence

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Q•••••••• I••••••••• P•••••••

Asset manager (funds and pooled vehicles)SEC-registered1 private fundswebsite

Asset manager (funds and pooled vehicles), reporting $2.8M of regulatory assets across 1 registered advisors.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-04-18 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $2.8M
Advisors: 1
Net advisor flow, 12 months: 0
Private clients: 0.0%

See where advisers went See teams that moved

Advisors (1)Where the RAUM sits

As of 2026-04-18 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

New owner
ownership and control
Q•••• L•• appeared on Schedule A as an owner on 18 Apr 2026.
A change of owner or control is when advisors reconsider where they sit and when an acquirer's retention is tested.
FactForm ADV Schedule A and Item 4For Recruiters, acquirersOwnership →

Every filed figure, and the identifiersCRD 291227 · SEC 801-136303 · 1 filingShow

CRD 291227SEC 801-136303Legal name Q•••••••• I••••••••• P••••••• L•First filing on the tape Apr 18, 2026, latest Apr 18, 2026SEC status approved since May 18, 2026IAPD

RAUM

$2.8M

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

$2.8M

derived; firm RAUM over IAPD count

Employees

1 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

1 filing and snapshots on the tape

Filed figures over time · the tape starts Apr 18, 2026

Peer group: Asset managers, under $100M, 329 firms

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM: $2.8M

HNW client RAUM: no history

State-registered IARs (5.B.3): 1

Employees (5.A): 2

Private funds: 1

RAUM n/a over the last fiscal year

Practice profile

derived from the filing of Apr 18, 2026; every figure names its basis

Archetypes

Solo or small team

The rule behind each archetype, and every derived figure1 ruleShow

Solo or small team · one advisor, or a wealth manager with up to three advisors and one office, and at most 25 employees (Item 5.A)

RAUM per advisor: $2.8MderivedRAUM 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: $1.4MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.0derivedItem 5.A over advisors
Advisors per office: 0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year: unknownderivedbetween 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, otherreportedItem 5.E
Advisory activities: portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
Custody: $2.8M, 1 clientreportedItem 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

100% pooled investment vehicles

The breakdown by client type, and the client counts1 client typesShow

Pooled investment vehicles$2.8M100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 2reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $2.8M for 1 clientreported
Compensation: % of AUM, fixedreported
Class basis: RAUM: 0% private clients, 100% pooled funds, 0% institutions; no related broker-dealer; no related bankderived

Advisor movement

0 left over 36 months

0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

1 on IAPD today; the longest tenured first

Name	Branch	Here since	In industry	Prior firms
A•••• K•••Chartered Financial Analyst	Boston, Ma	May 17, 2022	10 y	0

Private funds

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

Fund	Type	Gross assets	Owners	First reported
Q•••••••• F•••• F••• L•	Hedge Fund	$2.8M	2	Apr 18, 2026

Owners and control persons

Schedule A and B, latest filing

K•••• A•••• · Co-Managing Partner, Chief Investment Officer, Chief Compliance Officercontrol
since 01/2017 · owns less than 5%
M••••• C••••• S• · Co-Managing Partnercontrol
since 01/2017 · owns less than 5%

Entity owners

Q•••• L•• · General Partner
direct · owns 75% or more

Ownership changes

Schedule A, between consecutive filings

No owner or control person joined or left between filings on the tape.

Who runs the funds

related persons named most often on the Form D filings of the firm's funds

No Form D related person is on record for this firm's funds.

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

One filing, no change to show.

Signals

1 dated events

••• Locked
Apr 18, 2026 · private fund first reported · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

Web presence

addresses the firm lists on IAPD today, and the ones its Form ADV filings listed before

Website (1), LinkedIn company page (1), LinkedIn profile (2), X (Twitter) (2) · the addresses open with an account

How to reach

public business contact points only, each with its source

Business email: ••• Lockedreportedpublished by the firm, firm site, Sep 24, 2026
Website: ••• Lockedreportedpublic record, Form ADV, Apr 18, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Apr 18, 2026
Contact form: ••• Lockedreportedpublished by the firm, firm site, Sep 24, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: $2.8Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Not yet on record: RAUM change, 1 year.