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SEC-registered adviser

K•• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Mclean, VirginiaCRD 298287SEC 801-114224websiteIAPD
Latest filing Mar 30, 2026
First filing on the tape Oct 1, 2018 · 16 filings
SEC status approved since Nov 1, 2018
RAUM
$605M
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
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$605M as of Mar 30, 2026
Feb 11, 2019$150M then
HNW client RAUM$0 as of Mar 30, 2026
Feb 11, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Feb 11, 20190 then
Employees (5.A)8 as of Mar 30, 2026
Feb 11, 20195 then
Private funds2 as of Mar 30, 2026
Feb 11, 20191 then
RAUM +59% over the last fiscal year+47% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
$101MderivedRAUM 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
+59%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
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$605M100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
6reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
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 departureEvery arrival
      Private funds
      2 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      H•••• P••••• L••no longer reportedHedge Fund$356M2Feb 11, 2019
      K•• C•••••• M••••••• C••••• M••••• F••• I•• L•••Hedge Fund$317M14Jul 28, 2022
      Owners and control persons
      Schedule A and B, latest filing
      • K••• A••••• N•• · Chief Executive Officer And Chief Investment Officercontrol
        since 11/2017 · owns less than 5%
      • M•••••••• S•••••• K•••• · Chief Financial Officer And Chief Compliance Officercontrol
        since 10/2018 · owns less than 5%
      • W•••••• D••••• S••• · Chief Operating Officercontrol
        since 04/2020 · owns less than 5%
      • K••• A••••• N•• · Sole Membercontrol
        since 06/2018 · owns 75% or more of K••• L••
      Entity owners
      • K•• C•••••• H•••••••• L•• · Managing Member
        direct · owns 75% or more
      • K••• L•• · Member
        indirect · owns 50% to 75% of K•• C•••••• H•••••••• L••
      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
      • Accounts · 3 to 6
        Mar 24, 2025 to Mar 30, 2026
      • Advisory employees · 6 to 5
        Mar 24, 2025 to Mar 30, 2026
      • Pooled vehicle clients · 3 to 6
        Mar 24, 2025 to Mar 30, 2026
      • Private funds · 1 to 2
        Mar 24, 2025 to Mar 30, 2026
      • Discretionary RAUM · $381M to $605M
        Mar 24, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $381M to $605M
        Mar 24, 2025 to Mar 30, 2026
      • RAUM · $381M to $605M
        Mar 24, 2025 to Mar 30, 2026
      • Financial planning clients · unset to
        Jan 30, 2025 to Mar 24, 2025
      • Discretionary RAUM · $317M to $381M
        Jan 30, 2025 to Mar 24, 2025
      • Pooled vehicle RAUM · $317M to $381M
        Jan 30, 2025 to Mar 24, 2025
      • RAUM · $317M to $381M
        Jan 30, 2025 to Mar 24, 2025
      • Advisory employees · 5 to 6
        Nov 20, 2024 to Jan 30, 2025
      • Employees · 7 to 8
        Nov 20, 2024 to Jan 30, 2025
      • Discretionary RAUM · $191M to $317M
        Apr 6, 2023 to Mar 25, 2024
      • Pooled vehicle RAUM · $191M to $317M
        Apr 6, 2023 to Mar 25, 2024
      • RAUM · $191M to $317M
        Apr 6, 2023 to Mar 25, 2024
      • Discretionary RAUM · $196M to $191M
        Jul 28, 2022 to Mar 21, 2023
      • Pooled vehicle RAUM · $196M to $191M
        Jul 28, 2022 to Mar 21, 2023
      • RAUM · $196M to $191M
        Jul 28, 2022 to Mar 21, 2023
      • Accounts · 1 to 3
        Mar 24, 2022 to Jul 28, 2022
      • Advisory activities · 2 to 1
        Mar 24, 2022 to Jul 28, 2022
      • Pooled vehicle clients · 1 to 3
        Mar 24, 2022 to Jul 28, 2022
      • Assets in custody · $284M to $0
        Mar 24, 2022 to Jul 28, 2022
      • Custody of client assets · true to false
        Mar 24, 2022 to Jul 28, 2022
      • Discretionary RAUM · $0 to $196M
        Mar 24, 2022 to Jul 28, 2022
      • Non-discretionary RAUM · $356M to $0
        Mar 24, 2022 to Jul 28, 2022
      • Pooled vehicle RAUM · $356M to $196M
        Mar 24, 2022 to Jul 28, 2022
      • RAUM · $356M to $196M
        Mar 24, 2022 to Jul 28, 2022
      • Assets in custody · $304M to $284M
        Mar 24, 2021 to Mar 24, 2022
      • Non-discretionary RAUM · $331M to $356M
        Mar 24, 2021 to Mar 24, 2022
      • Pooled vehicle RAUM · $331M to $356M
        Mar 24, 2021 to Mar 24, 2022
      • RAUM · $331M to $356M
        Mar 24, 2021 to Mar 24, 2022
      • Assets in custody · $314M to $304M
        Mar 25, 2020 to Mar 24, 2021
      • Employees · 5 to 7
        Mar 25, 2020 to Mar 24, 2021
      • Non-discretionary RAUM · $363M to $331M
        Mar 25, 2020 to Mar 24, 2021
      • Pooled vehicle RAUM · $363M to $331M
        Mar 25, 2020 to Mar 24, 2021
      • RAUM · $363M to $331M
        Mar 25, 2020 to Mar 24, 2021
      • Advisory employees · 4 to 5
        Apr 18, 2019 to Mar 25, 2020
      • Assets in custody · $149M to $314M
        Apr 18, 2019 to Mar 25, 2020
      • Non-discretionary RAUM · $149M to $363M
        Apr 18, 2019 to Mar 25, 2020
      Signals
      6 dated events
      • K•• C•••••• M••••••••• L•• reported RAUM $605.3M, up 59% from $380.5M (2025-03-24 to 2026-03-30)
        Mar 30, 2026 · RAUM change · derived
      • K•• C•••••• M••••••••• L•• reported RAUM $317.0M, up 66% from $191.4M (2023-04-06 to 2024-03-25)
        Mar 25, 2024 · RAUM change · derived
      • K•• C•••••• M••••••••• L•• reported RAUM $196.1M, down 45% from $355.7M (2022-03-24 to 2022-07-28)
        Jul 28, 2022 · RAUM change · derived
      • Sims Donna Wilson (Chief Operating Officer) appeared on Schedule A of K•• C•••••• M••••••••• L••
        Mar 24, 2021 · Control person joined · fact
      • K•• C•••••• M••••••••• L•• reported RAUM $362.8M, up 144% from $148.5M (2019-04-18 to 2020-03-25)
        Mar 25, 2020 · RAUM change · derived
      • K•• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Oct 1, 2018 · 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
      k•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      703-677-3424reportedpublic record, Form ADV, Mar 30, 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