DFX Intelligence

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K••• C•••••• L•

Asset manager (funds and pooled vehicles)SEC-registered2 private funds· New York, New Yorkwebsite

Asset manager (funds and pooled vehicles), based in New York, New York, reporting $265M of regulatory assets.

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

As of 2026-03-27 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $265M
Advisors: 0
RAUM change, 1 year: +12%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-03-27 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 27 Mar 2026, RAUM $237M to $265M (+11.7%) on the Form ADV filed 27 Mar 2026.

Every filed figure, and the identifiersCRD 305608 · SEC 801-117781 · 11 filingsShow

CRD 305608SEC 801-117781First filing on the tape Nov 12, 2019, latest Mar 27, 2026SEC status approved since Dec 12, 2019IAPD

RAUM

$265M

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

Not computed

derived; firm RAUM over IAPD count

Employees

3 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

11 filings and snapshots on the tape

RAUM -9.3% a year over three years · the tape starts Nov 12, 2019

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

RAUM$265M as of Mar 27, 2026

Mar 17, 2020$275M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 27, 2026

Mar 17, 20200 then

Employees (5.A)4 as of Mar 27, 2026

Mar 17, 20206 then

Private funds2 as of Mar 27, 2026

Mar 17, 20202 then

RAUM +12% over the last fiscal year-9.3% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 27, 2026; every figure names its basis

The rule behind each archetype, and every derived figureShow

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: $44.2MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 7.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 office incl. principal (1.F.5)
RAUM growth, one year: +12%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody: $246M, 5 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

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)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
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

93% pooled investment vehicles, 7.0% insurance companies

The breakdown by client type, and the client counts2 client typesShow

Pooled investment vehicles$246M93%
Insurance companies$18.6M7.0%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 6reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $246M for 5 clientsreported
Compensation: % of AUM, performancereported
Class basis: RAUM: 0% private clients, 93% pooled funds, 7% institutions; no related broker-dealer; no related bankderived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

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

Fund	Type	Gross assets	Owners	First reported
K••• P••••••• M••••• L•	Hedge Fund	$211M	11	Mar 17, 2020
K••• P••••••• I• F••••• L••	Hedge Fund	$35.8M	2	Mar 17, 2020
K••• P••••••• I•• L•no longer reported	Hedge Fund	$416,712	2	Mar 30, 2021

Owners and control persons

Schedule A and B, latest filing

M•••• D•••••• S••• · Ceo And Portfolio Manager / Limited Partnercontrol
since 07/2019 · owns 75% or more
W••••• J••••••••• A••• · Controller & Chief Compliance Officercontrol
since 04/2020 · owns less than 5%
M•••• D•••••• S••• · Managing Membercontrol
since 07/2019 · owns 75% or more of K••• C•••••• G• L••

Entity owners

K••• C•••••• G• L•• · General Partner
direct · owns less than 5%

Who runs the funds

related persons named most often on the Form D filings of the firm's funds; 11 fund-person rows in all

Name	Where	Funds	Filings	Named
D••••• M•••executive officer	New York, NY	3	21	Aug 27, 2020 to Mar 5, 2026
K••• C•••••• L•entityexecutive officerpromoter	New York, NY	3	19	Aug 27, 2020 to Mar 5, 2026
K••• P••••••• G• L••entityexecutive officer	New York, NY	2	12	Aug 27, 2020 to Mar 5, 2026
K••• C•••••• G• L••entityexecutive officer	New York, NY	1	7	Feb 3, 2021 to Mar 5, 2026
K••• P••••••• I• G• L••entityexecutive officer	New York, NY	1	7	Feb 3, 2021 to Mar 5, 2026
K••• P••••••• I•• G• L••entityexecutive officer	New York, NY	1	5	Aug 27, 2020 to Mar 5, 2024

SEC Form D, item 3 (related persons: executive officers, directors and promoters of the issuer), every amendment on EDGAR. A name links to its IAPD record only when it matches exactly one Schedule A owner of the same adviser (1 of 6 here); every other name is as filed and is not joined to anyone.

13F holdings

quarter ended Jun 30, 2026, filed Aug 13, 2026

Reported value: $77.8M-2.4% on Mar 31, 2026 ($79.6M)reportedsec.gov
Positions: 5 in 5 issuers-16.7% on the quarterreported
Concentration: top 10 issuers 100%, largest 39%derivedlargest: Credit Accep Corp Mich
Filed as: K••• C•••••• L•reportedmatched by the 13F filer reports this CRD

Related persons

Schedule D 7.A

K••• P••••••• G• L••
pooled vehicle sponsorn
K••• P••••••• I• G• L••
investment adviserpooled vehicle sponsorn
K••• P••••••• I• G• L••
investment adviserpooled vehicle sponsorn
K••• P••••••• I•• G• L••
investment adviserpooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Advisory employees · 4 to 3
Mar 27, 2025 to Mar 27, 2026
Assets in custody · $219M to $246M
Mar 27, 2025 to Mar 27, 2026
Employees · 5 to 4
Mar 27, 2025 to Mar 27, 2026
Discretionary RAUM · $237M to $265M
Mar 27, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $219M to $246M
Mar 27, 2025 to Mar 27, 2026

Full history · 49 changes

RAUM · $237M to $265M
Mar 27, 2025 to Mar 27, 2026
Accounts · 7 to 6
Mar 28, 2024 to Mar 27, 2025
Advisory employees · 2 to 4
Mar 28, 2024 to Mar 27, 2025
Pooled vehicle clients · 6 to 5
Mar 28, 2024 to Mar 27, 2025
Assets in custody · $317M to $219M
Mar 28, 2024 to Mar 27, 2025
Employees · 4 to 5
Mar 28, 2024 to Mar 27, 2025
Financial planning clients · unset to
Mar 28, 2024 to Mar 27, 2025
Private funds · 3 to 2
Mar 28, 2024 to Mar 27, 2025
Discretionary RAUM · $332M to $237M
Mar 28, 2024 to Mar 27, 2025
Pooled vehicle RAUM · $317M to $219M
Mar 28, 2024 to Mar 27, 2025
RAUM · $332M to $237M
Mar 28, 2024 to Mar 27, 2025
Advisory employees · 3 to 2
Nov 17, 2023 to Mar 28, 2024
Assets in custody · $336M to $317M
Nov 17, 2023 to Mar 28, 2024
Employees · 6 to 4
Nov 17, 2023 to Mar 28, 2024
Discretionary RAUM · $355M to $332M
Nov 17, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $336M to $317M
Nov 17, 2023 to Mar 28, 2024
RAUM · $355M to $332M
Nov 17, 2023 to Mar 28, 2024
Advisory employees · 4 to 3
Mar 29, 2022 to Mar 30, 2023
Assets in custody · $438M to $336M
Mar 29, 2022 to Mar 30, 2023
Discretionary RAUM · $456M to $355M
Mar 29, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $438M to $336M
Mar 29, 2022 to Mar 30, 2023
RAUM · $456M to $355M
Mar 29, 2022 to Mar 30, 2023
Assets in custody · $355M to $438M
Mar 30, 2021 to Mar 29, 2022
Employees · 5 to 6
Mar 30, 2021 to Mar 29, 2022
Discretionary RAUM · $376M to $456M
Mar 30, 2021 to Mar 29, 2022
Pooled vehicle RAUM · $355M to $438M
Mar 30, 2021 to Mar 29, 2022
RAUM · $376M to $456M
Mar 30, 2021 to Mar 29, 2022
Accounts · 6 to 7
Apr 29, 2020 to Mar 30, 2021
Pooled vehicle clients · 5 to 6
Apr 29, 2020 to Mar 30, 2021
Assets in custody · $249M to $355M
Apr 29, 2020 to Mar 30, 2021
Employees · 6 to 5
Apr 29, 2020 to Mar 30, 2021
Private funds · 2 to 3
Apr 29, 2020 to Mar 30, 2021
Discretionary RAUM · $275M to $376M
Apr 29, 2020 to Mar 30, 2021
Pooled vehicle RAUM · $249M to $355M
Apr 29, 2020 to Mar 30, 2021
RAUM · $275M to $376M
Apr 29, 2020 to Mar 30, 2021
Accounts · 0 to 6
Nov 15, 2019 to Mar 17, 2020
Pooled vehicle clients · unset to 5.0
Nov 15, 2019 to Mar 17, 2020
Assets in custody · $0 to $249M
Nov 15, 2019 to Mar 17, 2020
Custody of client assets · false to true
Nov 15, 2019 to Mar 17, 2020
Employees · 4 to 6
Nov 15, 2019 to Mar 17, 2020
Private funds · unset to 2
Nov 15, 2019 to Mar 17, 2020
Discretionary RAUM · $0 to $275M
Nov 15, 2019 to Mar 17, 2020
Pooled vehicle RAUM · unset to 248630864.0
Nov 15, 2019 to Mar 17, 2020
RAUM · $0 to $275M
Nov 15, 2019 to Mar 17, 2020

Signals

4 dated events

••• Locked
Mar 27, 2026 · private fund no longer reported · inference
••• Locked
Mar 30, 2021 · RAUM change · derived
••• Locked
Apr 29, 2020 · Control person joined · fact
••• Locked
Nov 12, 2019 · 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: ••• Lockedreportedpublic record, Form ADV, Mar 27, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Mar 27, 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: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Not yet on record: net advisor flow, 12 months.