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
K•••••• P••••••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Dec 23, 2021 · 8 filings
SEC status approved since May 26, 2022
RAUM
$4.7B
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
15
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
6
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$4.7B as of Mar 31, 2026
Apr 3, 2023$1.2B then
HNW client RAUM$0 as of Mar 31, 2026
Apr 3, 2023$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 3, 20230 then
Employees (5.A)15 as of Mar 31, 2026
Apr 3, 202312 then
Private funds6 as of Mar 31, 2026
Apr 3, 20231 then
RAUM +105% over the last fiscal year+57% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $473MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +105%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
- Custody
- $4.7B, 10 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.7B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.7B for 10 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=true 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K•••••• P••••••• M••••• F•••• L• | Hedge Fund | $1.6B | 67 | May 20, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B••••• K•••• L•• · Chief Financial Officercontrolsince 10/2021 · owns less than 5%
- G•••••• C••••••••• P•••••• · Founder, Chief Investment Officer And Limited Partnercontrolsince 07/2021 · owns 75% or more
- S••••••• O•••• M•••••• · Chief Operating Officer, General Counsel And Chief Compliance Officercontrolsince 10/2021 · owns less than 5%
- G•••••• C••••••••• P•••••• · Managing Membercontrolsince 07/2021 · owns 75% or more of K•••••• P••••••• M••••••••• G•• L••
Entity owners
- K•••••• P••••••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- K•••••• P••••••• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY2 employees
- Palo Alto, CA2 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 6.0 (+200.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1022 comparable advisers, 100.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 100% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $2,309,461,534 to $4,727,761,234 (+105.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 95.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 6 to 10Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 7 to 8Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 6 to 10Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $2.3B to $4.7BMar 31, 2025 to Mar 31, 2026
- Employees · 12 to 15Mar 31, 2025 to Mar 31, 2026
- Private funds · 2 to 6Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.3B to $4.7BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.3B to $4.7BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.3B to $4.7BMar 31, 2025 to Mar 31, 2026
- Accounts · 5 to 6Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 5 to 6Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $1.6B to $2.3BMar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Other offices · 2 to 1Mar 28, 2024 to Mar 31, 2025
- Private funds · 1 to 2Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.6B to $2.3BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.6B to $2.3BMar 28, 2024 to Mar 31, 2025
- RAUM · $1.6B to $2.3BMar 28, 2024 to Mar 31, 2025
- Assets in custody · $1.2B to $1.6BApr 3, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.2B to $1.6BApr 3, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.2B to $1.6BApr 3, 2023 to Mar 28, 2024
- RAUM · $1.2B to $1.6BApr 3, 2023 to Mar 28, 2024
- Assets in custody · $1.2B to $1.2BMay 20, 2022 to Mar 31, 2023
- Other offices · 1 to 2May 20, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.2B to $1.2BMay 20, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.2B to $1.2BMay 20, 2022 to Mar 31, 2023
- RAUM · $1.2B to $1.2BMay 20, 2022 to Mar 31, 2023
- Accounts · 0 to 5Jan 6, 2022 to May 20, 2022
- Advisory employees · 6 to 7Jan 6, 2022 to May 20, 2022
- Pooled vehicle clients · 0 to 5Jan 6, 2022 to May 20, 2022
- Assets in custody · unset to 1157571956.0Jan 6, 2022 to May 20, 2022
- Custody of client assets · false to trueJan 6, 2022 to May 20, 2022
- Employees · 11 to 12Jan 6, 2022 to May 20, 2022
- Other offices · 0 to 1Jan 6, 2022 to May 20, 2022
- Private funds · unset to 1Jan 6, 2022 to May 20, 2022
- Discretionary RAUM · $0 to $1.2BJan 6, 2022 to May 20, 2022
- Pooled vehicle RAUM · $0 to $1.2BJan 6, 2022 to May 20, 2022
- RAUM · $0 to $1.2BJan 6, 2022 to May 20, 2022
- Related bank · false to trueJan 6, 2022 to May 20, 2022
Signals
5 dated events
- K•••••• P••••••• M••••••••• L• reported RAUM $4.7B, up 105% from $2.3B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- K•••••• P••••••• M••••••••• L• reported RAUM $2.3B, up 42% from $1.6B (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- K•••••• P••••••• M••••••••• L• reported RAUM $1.6B, up 33% from $1.2B (2023-04-03 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Mary Michelle Barone (Chief Operating Officer) no longer on Schedule A of K•••••• P••••••• M••••••••• L• (listed 2022-05-20, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- K•••••• P••••••• M••••••••• L• filed its initial SEC registration (Form ADV)Dec 23, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- K•••••• P••••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- K•••••• P••••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kineticpartnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- kineticpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-390-4400reportedpublic record, Form ADV, Mar 31, 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