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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
K••••• C•••••• P•••••••
Legal name K••••• C•••••• P••••••• L•
Latest filing Mar 27, 2026
First filing on the tape Mar 31, 2022 · 8 filings
SEC status approved since Apr 29, 2022
RAUM
$193M
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
12
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$193M as of Mar 27, 2026
Mar 30, 2023$260M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 30, 20230 then
Employees (5.A)12 as of Mar 27, 2026
Mar 30, 202311 then
Private funds8 as of Mar 27, 2026
Mar 30, 20236 then
RAUM -1.7% over the last fiscal year-9.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $24.1MderivedRAUM 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
- -1.7%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $193M, 8 clientsreportedItem 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
- 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$193M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $193M for 8 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
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K••••• F••• I•• L• | Private Equity Fund | $123M | 82 | Mar 31, 2022 |
| K••••• F••• I•••• L• | Private Equity Fund | $29.1M | 13 | Mar 31, 2022 |
| B•••• L•• | Private Equity Fund | $28.5M | 38 | Jan 2, 2020 |
| K••••• C•••••••• F••• L••• | Private Equity Fund | $22.2M | 81 | Jan 2, 2020 |
| L•••• L•• | Private Equity Fund | $15.6M | 35 | Mar 30, 2021 |
| E•••••• L•• | Private Equity Fund | $14.4M | 47 | Jan 2, 2020 |
| B•••• I• L•• | Private Equity Fund | $8.9M | 53 | Mar 26, 2024 |
| C•••• L••no longer reported | Private Equity Fund | $422,351 | 10 | Jan 2, 2020 |
| C••••• L••no longer reported | Private Equity Fund | $182,420 | 2 | Jan 2, 2020 |
Owners and control persons
Schedule A and B, latest filing
- N••••••• D••••• C•• · Head Of Portfolio Operations; Limited Partnercontrolsince 08/2017 · owns 25% to 50%
- Y•••• S••••••• S••••• · Trustee Of S•••••• Y••• R•••••••• Trust; Trustee Of Y••• M••••• T••••controlsince 05/2020 · owns less than 5%
- Y•••• S••••••• S••••• · Trustee Of S•••••• S• Y••• R•••••••• T••••controlsince 11/2018 · owns F of S•••••• S• Y••• R•••••••• T••••
Entity owners
- K••••• C•••••• G•••• L•• · General Partnerdirect · owns less than 5%
- S•••••• S• Y••• R•••••••• T•••• · Limited Partnerdirect · owns 50% to 75%
- Y••• M••••• T•••• · Limited Partnerdirect · owns 10% to 25%
- S•••••• S• Y••• R•••••••• T•••• · Manager; Memberindirect · owns 75% or more of K••••• C•••••• G•••• L••
Related persons
Schedule D 7.A
- K••••• C•••••• G•••• L••pooled vehicle sponsory
- K••••• C•••••• I• L•pooled vehicle sponsorn
- K••••• C•••••• L••pooled vehicle sponsorn
- K••••• U•• I• L••n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $196M to $193MMar 31, 2025 to Mar 27, 2026
- Employees · 9 to 12Mar 31, 2025 to Mar 27, 2026
- Discretionary RAUM · $196M to $193MMar 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $196M to $193MMar 31, 2025 to Mar 27, 2026
- RAUM · $196M to $193MMar 31, 2025 to Mar 27, 2026
- Accounts · 7 to 8Jun 11, 2024 to Mar 31, 2025
- Advisory employees · 8 to 6Jun 11, 2024 to Mar 31, 2025
- Pooled vehicle clients · 7 to 8Jun 11, 2024 to Mar 31, 2025
- Assets in custody · $232M to $196MJun 11, 2024 to Mar 31, 2025
- Employees · 13 to 9Jun 11, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 11, 2024 to Mar 31, 2025
- Private funds · 7 to 8Jun 11, 2024 to Mar 31, 2025
- Discretionary RAUM · $232M to $196MJun 11, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $232M to $196MJun 11, 2024 to Mar 31, 2025
- RAUM · $232M to $196MJun 11, 2024 to Mar 31, 2025
- Accounts · 6 to 7Mar 30, 2023 to Mar 26, 2024
- Pooled vehicle clients · 6 to 7Mar 30, 2023 to Mar 26, 2024
- Assets in custody · $260M to $232MMar 30, 2023 to Mar 26, 2024
- Employees · 11 to 13Mar 30, 2023 to Mar 26, 2024
- Private funds · 6 to 7Mar 30, 2023 to Mar 26, 2024
- Discretionary RAUM · $260M to $232MMar 30, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $260M to $232MMar 30, 2023 to Mar 26, 2024
- RAUM · $260M to $232MMar 30, 2023 to Mar 26, 2024
- Accounts · 7 to 6Oct 11, 2022 to Mar 30, 2023
- Pooled vehicle clients · 7 to 6Oct 11, 2022 to Mar 30, 2023
- Assets in custody · $211M to $260MOct 11, 2022 to Mar 30, 2023
- Employees · 15 to 11Oct 11, 2022 to Mar 30, 2023
- Legal name · K••••• C•••••• P••••••• LLC to K••••• C•••••• P••••••• LPOct 11, 2022 to Mar 30, 2023
- Private funds · 7 to 6Oct 11, 2022 to Mar 30, 2023
- Discretionary RAUM · $211M to $260MOct 11, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $211M to $260MOct 11, 2022 to Mar 30, 2023
- RAUM · $211M to $260MOct 11, 2022 to Mar 30, 2023
- Succession · true to falseOct 11, 2022 to Mar 30, 2023
- Organization form · Limited Liability Company to Limited PartnershipJun 9, 2022 to Oct 11, 2022
- Succession · false to trueJun 9, 2022 to Oct 11, 2022
- Private funds · 14 to 7Mar 31, 2022 to Jun 9, 2022
Signals
2 dated events
- K••••• C•••••• P••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Oct 11, 2022 · Succession (Item 4) · fact
- K••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)Mar 31, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- K••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- K••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kinzie-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- kinziecp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-809-2490reportedpublic record, Form ADV, Mar 27, 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