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
G••••• K••••• A•••••••• L••
Latest filing Jul 28, 2026
First filing on the tape May 8, 2020 · 32 filings
SEC status approved since Jun 22, 2020
RAUM
$483M
reported, Item 5.F
Discretionary
4.3%
of RAUM
Private clients
100%
$483M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$161M
derived; firm RAUM over IAPD count
Employees
13
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$483M as of Jul 28, 2026
Mar 31, 2021$325M then
HNW client RAUM$480M as of Jul 28, 2026
Mar 31, 2021$324M then
State-registered IARs (5.B.3)3 as of Jul 28, 2026
Mar 31, 20212 then
Employees (5.A)13 as of Jul 28, 2026
Mar 31, 20219 then
Private funds: no history
RAUM +16% over the last fiscal year+5.7% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jul 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $161MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 25derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $9.2MderivedHNW RAUM over HNW clients
- Average account
- $1.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 4.3%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.3derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $36.0M, 31 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)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$480M99%
- Individuals$3.8M0.8%
- Individual clients
- 22reported
- HNW clients
- 52reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 255reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $36.0M for 31 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G•••••••• E•••••• V••••• | Miami, Fl | Mar 10, 2022 | 21 y | 2 |
| P•••• A••••• B••••• C•••••Chartered Financial Analyst | Bogota | Nov 30, 2022 | 11 y | 0 |
| A•• M•••• R••••• D• L••••• | Miami, Fl | May 10, 2023 | 24 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- M•••••• L••• to C• A••••••• L••Jun 6, 2024 · RIA to RIA
- A•••••• O••••• to C•••••• G•••• I••••••••• S•••••••• L••Feb 23, 2022 · RIA to RIA
- E•••••• E•••••• B•••• to A•••••••• W••••• M••••••••• L••Mar 31, 2021 · RIA to RIA
Joined, latest
- A•• M•••• R••••• D• L••••• from A••••• C••••••May 10, 2023 · Other
- G•••••••• E•••••• V••••• from I••••••• W••••• A•••••••• L••Mar 10, 2022 · RIA to RIA
- A•••••• O••••• from I••••••• W••••• A•••••••• L••Oct 20, 2020 · RIA to a newly registered adviser
- E•••••• E•••••• B•••• from A•••••• I••••••••• I•••Oct 20, 2020 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from I••••••• W••••• A•••••••• L••Oct 19, 2020 · Miami, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- V•••••• G••••••••• E•••••• · Chief Executive Officer, Chief Compliance Officercontrolsince 05/2020 · owns less than 5%
- V•••••• G••••••••• E•••••• · Managing Membercontrolsince 06/2020 · owns 75% or more of G••••• K••••• H••••••• L••
Entity owners
- G••••• K••••• H••••••• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Bogota, Colombia1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- very high RAUM per advisorStatic outlier · filing Jul 28, 2026RAUM per registered advisor of $161,109,689 against a peer median of $55,746,441 (3254 comparable advisers, 100.0th percentile, 3.7 robust deviations)peers: independent wealth managers, $100M to $500M (3,254) · 100% percentile
- unusually large average HNW clientStatic outlier · filing Jul 28, 2026HNW RAUM per HNW client of $9,222,125 against a peer median of $2,402,920 (4942 comparable advisers, 99.0th percentile, 4.6 robust deviations)peers: independent wealth managers, $100M to $500M (4,942) · 99% percentile
What changed
consecutive filings, newest first
- HQ city · KEY BISCAYNE to MIAMIApr 28, 2026 to Jul 28, 2026
- Accounts · 295 to 255Nov 14, 2025 to Mar 27, 2026
- HNW clients · 51 to 52Nov 14, 2025 to Mar 27, 2026
- Individual clients · 14 to 22Nov 14, 2025 to Mar 27, 2026
- Assets in custody · $24.5M to $36.0MNov 14, 2025 to Mar 27, 2026
- Employees · 14 to 13Nov 14, 2025 to Mar 27, 2026
- Discretionary RAUM · $20.1M to $20.7MNov 14, 2025 to Mar 27, 2026
- HNW RAUM · $413M to $480MNov 14, 2025 to Mar 27, 2026
- Individual RAUM · $2.0M to $3.8MNov 14, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $395M to $463MNov 14, 2025 to Mar 27, 2026
- RAUM · $415M to $483MNov 14, 2025 to Mar 27, 2026
- Financial planning clients · 0 to 0Apr 16, 2025 to Nov 14, 2025
- Accounts · 268 to 295Jun 6, 2024 to Apr 16, 2025
- Advisory employees · 4 to 3Jun 6, 2024 to Apr 16, 2025
- Advisory activities · 1 to 2Jun 6, 2024 to Apr 16, 2025
- HNW clients · 50 to 51Jun 6, 2024 to Apr 16, 2025
- Individual clients · 12 to 14Jun 6, 2024 to Apr 16, 2025
- Assets in custody · $14.6M to $24.5MJun 6, 2024 to Apr 16, 2025
- Employees · 11 to 14Jun 6, 2024 to Apr 16, 2025
- Financial planning clients · unset to 0Jun 6, 2024 to Apr 16, 2025
- State-registered IARs · 4 to 3Jun 6, 2024 to Apr 16, 2025
- Discretionary RAUM · $21.9M to $20.1MJun 6, 2024 to Apr 16, 2025
- HNW RAUM · $378M to $413MJun 6, 2024 to Apr 16, 2025
- Individual RAUM · $1.7M to $2.0MJun 6, 2024 to Apr 16, 2025
- Non-discretionary RAUM · $357M to $395MJun 6, 2024 to Apr 16, 2025
- RAUM · $379M to $415MJun 6, 2024 to Apr 16, 2025
- Accounts · 269 to 268Dec 7, 2023 to Mar 26, 2024
- Advisory employees · 2 to 4Dec 7, 2023 to Mar 26, 2024
- HNW clients · 51 to 50Dec 7, 2023 to Mar 26, 2024
- Individual clients · 8 to 12Dec 7, 2023 to Mar 26, 2024
- Assets in custody · $11.2M to $14.6MDec 7, 2023 to Mar 26, 2024
- Employees · 16 to 11Dec 7, 2023 to Mar 26, 2024
- State-registered IARs · 2 to 4Dec 7, 2023 to Mar 26, 2024
- Discretionary RAUM · $22.1M to $21.9MDec 7, 2023 to Mar 26, 2024
- HNW RAUM · $408M to $378MDec 7, 2023 to Mar 26, 2024
- Individual RAUM · $1.1M to $1.7MDec 7, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $387M to $357MDec 7, 2023 to Mar 26, 2024
- RAUM · $409M to $379MDec 7, 2023 to Mar 26, 2024
- Business name · K••••• G••••• A•••••••• L•• to G••••• K••••• A•••••••• L••Dec 7, 2023 to Dec 7, 2023
- Legal name · K••••• G••••• A•••••••• L•• to G••••• K••••• A•••••••• L••Dec 7, 2023 to Dec 7, 2023
Signals
8 dated events
- M•••••• L••• left G••••• K••••• A•••••••• L•• for C• A••••••• L•• (registered 2024-09-18)Jun 6, 2024 · Advisor changed firm · fact
- A•••••• O••••• (Chief Operating Officer) no longer on Schedule A of G••••• K••••• A•••••••• L•• (listed 2022-04-26, absent 2022-04-28)Apr 28, 2022 · Control person left · inference
- G••••• K••••• A•••••••• L•• reported RAUM $458.4M, up 41% from $325.1M (2022-03-10 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- A•••••• O••••• left G••••• K••••• A•••••••• L•• for C•••••• G•••• I••••••••• S•••••••• L•• (registered 2022-03-24)Feb 23, 2022 · Advisor changed firm · fact
- Enrique Eduardo Bello (Chief Compliance Officer) no longer on Schedule A of G••••• K••••• A•••••••• L•• (listed 2020-11-03, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- A•••••• O••••• (Chief Operating Officer) appeared on Schedule A of G••••• K••••• A•••••••• L••Mar 31, 2021 · Control person joined · fact
- Enrique Eduardo Bello (Chief Compliance Officer) appeared on Schedule A of G••••• K••••• A•••••••• L••Oct 16, 2020 · Control person joined · fact
- K••••• G••••• A•••••••• L•• filed its initial SEC registration (Form ADV)May 8, 2020 · 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
- Business phone
- 786-558-0391reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/global-kandor/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- g•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (786) 558-0391reportedpublic record, Form ADV, Jul 28, 2026
- Team page
- g•••••••••.comreportedpublished by the firm, firm site, Sep 15, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $161Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026