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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Former SEC-registered adviser

K••••• A•••• M•••••••••

Former SEC-registered adviserRosemont, IllinoisCRD 317806SEC 801-124881IAPD
Legal name K••••• I•••••••• S•••••••• L•
Latest filing Mar 22, 2024
First filing on the tape Mar 31, 2022 · 12 filings
RAUM
$28B
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
71
41 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
1
$404M gross assets
History
12 filings and snapshots on the tape
RAUM$28B as of Mar 22, 2024
Mar 30, 2023$22B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 22, 2024
Mar 30, 20230 then
Employees (5.A)71 as of Mar 22, 2024
Mar 30, 202356 then
Private funds1 as of Mar 22, 2024
Mar 30, 20231 then
RAUM +23% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 22, 2024; 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
$336MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
99%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
+23%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, selection of other advisersreportedItem 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Insurance companies$27B99%
  • Pooled investment vehicles$366M1.3%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
82reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
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
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      K•••••• C•• I• L•••Other Private Fund$404M1Dec 2, 2022
      Owners and control persons
      Schedule A and B, latest filing
      • I••••••••• E••• · Chief Compliance Officercontrol
        since 12/2023 · owns less than 5%
      • P•••••• T•••••• J•••••• · Chief Legal Officercontrol
        since 01/2022 · owns less than 5%
      • R•••••• B••••• K•••• · President And Chief Investment Officercontrol
        since 02/2020 · owns less than 5%
      Entity owners
      • K••••• I•••••••• S••••••• L•• · General Partner
        direct · owns less than 5%
      • A••••• H••••••• M••• C•••••• L•• · Member
        indirect · owns 50% to 75% of K••••• I•••••••• S••••••• L••
      • A•• I••••••••• F••• I• G•• L• · Member
        indirect · owns 25% to 50% of K••••• I•••••••• S••••••• L••
      • K••••• I•••••••• S••••••• L•• · Shareholder
        indirect · owns 75% or more of K•• H••••••• L••
      • K•• H••••••• L•• · Class A/B Limited Partner
        direct · owns 75% or more
      • K•• P••••••••• L• · Class A/C Limited Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • G••••••• I••••• L••• I•••••••• C••••••
        real estaten
      • K••••• B•••••• R• L••
        real estaten
      • K••••• L••• R• L•••
        real estaten
      • K••••• U• H•••••••• I•••
        real estaten
      • L•••••••• R• C•••••• I•••••••• C••••••
        real estaten
      • L•••••• B•••••• L••• C••••••
        real estaten
      • U••••• L••• I•••••••• C••••••
        real estaten
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY21 employees
      • Chicago, IL1 employees
      What changed
      consecutive filings, newest first
      • Accounts · 49 to 82
        Jan 12, 2024 to Mar 22, 2024
      • Advisory employees · 31 to 41
        Jan 12, 2024 to Mar 22, 2024
      • Pooled vehicle clients · unset to 1.0
        Jan 12, 2024 to Mar 22, 2024
      • Employees · 56 to 71
        Jan 12, 2024 to Mar 22, 2024
      • Discretionary RAUM · $22B to $27B
        Jan 12, 2024 to Mar 22, 2024
      • Non-discretionary RAUM · $0 to $85.4M
        Jan 12, 2024 to Mar 22, 2024
      • Pooled vehicle RAUM · unset to 365874763.0
        Jan 12, 2024 to Mar 22, 2024
      • RAUM · $22B to $28B
        Jan 12, 2024 to Mar 22, 2024
      • Business name · K••••• I•••••••• S•••••••• L• to K••••• A•••• M•••••••••
        Nov 29, 2023 to Dec 22, 2023
      • Accounts · 28 to 49
        Jan 31, 2023 to Mar 30, 2023
      • Advisory employees · 16 to 31
        Jan 31, 2023 to Mar 30, 2023
      • Employees · 28 to 56
        Jan 31, 2023 to Mar 30, 2023
      • HQ city · NEW YORK to ROSEMONT
        Jan 31, 2023 to Mar 30, 2023
      • HQ state · NY to IL
        Jan 31, 2023 to Mar 30, 2023
      • Discretionary RAUM · $19B to $22B
        Jan 31, 2023 to Mar 30, 2023
      • RAUM · $19B to $22B
        Jan 31, 2023 to Mar 30, 2023
      • Private funds · unset to 1
        Sep 9, 2022 to Dec 2, 2022
      Signals
      4 dated events
      • Todd Frank Ingraham (Chief Compliance Officer) no longer on Schedule A of K••••• A•••• M••••••••• (listed 2023-11-29, absent 2023-12-22)
        Dec 22, 2023 · Control person left · inference
      • Enzo Incandela (Interim Chief Compliance Officer) appeared on Schedule A of K••••• A•••• M•••••••••
        Dec 22, 2023 · Control person joined · fact
      • P Dhiren Jhaveri (Chief Executive Officer) no longer on Schedule A of K••••• A•••• M••••••••• (listed 2022-04-07, absent 2022-09-09)
        Sep 9, 2022 · Control person left · inference
      • K••••• I•••••••• S•••••••• L• filed its initial SEC registration (Form ADV)
        Mar 31, 2022 · 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.
      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
      Former SEC-registered adviserderiveda 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