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• F••• C•••••• M••••••••• L••
Latest filing May 11, 2026
First filing on the tape Sep 7, 2023 · 6 filings
SEC status approved since Sep 29, 2023
RAUM
$539M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$539M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$539M as of May 11, 2026
Mar 28, 2024$265M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of May 11, 2026
Mar 28, 20241 then
Employees (5.A)2 as of May 11, 2026
Mar 28, 20242 then
Private funds10 as of May 11, 2026
Mar 28, 20249 then
RAUM +58% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of May 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $539MderivedRAUM 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
- $53.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +58%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 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
- $242M, 3 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$539M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $242M for 3 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=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••• P••••• D••••Chartered Financial Analyst | Los Angeles, Ca | Jan 1, 2026 | 11 y | 0 |
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 headcount0 left over 36 months
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•••• L•• | Venture Capital Fund | $115M | 2 | Mar 28, 2024 |
| T•• K• F••• I•• L• | Private Equity Fund | $74.0M | 4 | Jan 7, 2022 |
| T•• K• F•••• L• | Private Equity Fund | $34.6M | 3 | Jan 7, 2022 |
| T••• C•••••• P••••••• K•••• L•• | Venture Capital Fund | $20.4M | 4 | Mar 28, 2024 |
| D•••••• C••••••• L•• | Venture Capital Fund | $15.8M | 2 | Mar 28, 2024 |
| T•• K• F••• I••• L• | Private Equity Fund | $8.3M | 3 | Mar 27, 2023 |
| H•••••• L••• C•••••• P••••••• L•• | Venture Capital Fund | $8.3M | 3 | Mar 28, 2024 |
| M• S•• L•• | Venture Capital Fund | $8.1M | 3 | Mar 28, 2024 |
| E••••••••• L•• | Venture Capital Fund | $3.1M | 1 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• J••••• B•••• · Trustee Of J• B•••••••• F••••• T••••controlsince 04/2014 · owns less than 5%
- D••••• A•••••• P••••• · Chief Compliance Officer, Vice Presidentcontrolsince 04/2022 · owns less than 5%
- B•••••• E•••• S•••••• · Managing Membercontrolsince 12/2017 · owns 75% or more of C••••••••• I••••••••• M••••••••• L••
- P•••• G•••• M••••••• · Managing Membercontrolsince 12/2016 · owns 75% or more of P••••••••• L••
Entity owners
- C••••••••• I••••••••• M••••••••• L•• · Memberdirect · owns 25% to 50%
- J• B•••••••• F••••• T•••• · Memberdirect · owns 25% to 50%
- P••••••••• L•• · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 9 to 10Mar 31, 2025 to Mar 9, 2026
- Pooled vehicle clients · 9 to 10Mar 31, 2025 to Mar 9, 2026
- Assets in custody · $173M to $242MMar 31, 2025 to Mar 9, 2026
- Private funds · 9 to 10Mar 31, 2025 to Mar 9, 2026
- Discretionary RAUM · $342M to $539MMar 31, 2025 to Mar 9, 2026
- Pooled vehicle RAUM · $342M to $539MMar 31, 2025 to Mar 9, 2026
- RAUM · $342M to $539MMar 31, 2025 to Mar 9, 2026
- Assets in custody · $265M to $173MMar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $265M to $342MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $265M to $342MMar 28, 2024 to Mar 31, 2025
- RAUM · $265M to $342MMar 28, 2024 to Mar 31, 2025
- Assets in custody · $250M to $265MSep 19, 2023 to Mar 28, 2024
- Private funds · 3 to 9Sep 19, 2023 to Mar 28, 2024
- Discretionary RAUM · $250M to $265MSep 19, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $250M to $265MSep 19, 2023 to Mar 28, 2024
- RAUM · $250M to $265MSep 19, 2023 to Mar 28, 2024
- Business name · K• F••• C•••••• M••••••••• L•• to K• F••• C•••••• M••••••••• L••Sep 7, 2023 to Sep 19, 2023
- Legal name · K• F••• C•••••• M••••••••• L•• to K• F••• C•••••• M••••••••• L••Sep 7, 2023 to Sep 19, 2023
- Private funds · 6 to 3Sep 7, 2023 to Sep 19, 2023
Signals
2 dated events
- K• F••• C•••••• M••••••••• L•• reported RAUM $539.3M, up 58% from $342.1M (2025-03-31 to 2026-03-09)Mar 9, 2026 · RAUM change · derived
- K• F••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Sep 7, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- K• F••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- K• F••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
- K• F••• C•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- thekfund.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (310) 663-9090reportedpublic record, Form ADV, May 11, 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
- $539Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026