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K••••••• A•••• M••••••••• L••

Asset manager (funds and pooled vehicles)SEC-registered1 private funds· Fort Lauderdale, Floridawebsite

Asset manager (funds and pooled vehicles), based in Fort Lauderdale, Florida, reporting $193M of regulatory assets.

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

Regulatory AUM
$193M
Form ADV
Advisors
0
IAPD
RAUM change, last fiscal year
-5.7%
Form ADV, consecutive annual filings
Private clients
0.0% of RAUM
Form ADV
See where advisers wentSee teams that moved
More
AdvisorsWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 25 Mar 2026, RAUM $205M to $193M (-5.7%) on the Form ADV filed 25 Mar 2026.

Every filed figure, and the identifiersCRD 328433 · SEC 801-129949 · 3 filingsShow
CRD 328433SEC 801-129949First filing on the tape Mar 20, 2024, latest Mar 25, 2026SEC status approved since May 3, 2024IAPD
RAUM
$193M
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
Not computed
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$193M as of Mar 25, 2026
Mar 31, 2025$205M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 31, 20250 then
Employees (5.A)2 as of Mar 25, 2026
Mar 31, 20252 then
Private funds1 as of Mar 25, 2026
Mar 31, 20251 then
RAUM -5.7% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
$64.4MderivedRAUM 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
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-5.7%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
$43.0M, 1 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$193M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$43.0M for 1 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
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the 10 longest tenured
      No representative is registered through this CRD on IAPD.
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      K••••••• C•••••• M••••• F•••• L•••Hedge Fund$193M36Mar 20, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • K•••••••• K•••• S••••• · Managing Member, Ceocontrol
        since 03/2005 · owns 75% or more
      • N••••••••• G••••• · Ccocontrol
        since 09/2023 · owns less than 5%
      Related persons
      Schedule D 7.A
      • K••••••• C•••••• P•••••••• L••
        bankpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • business activity changedChange between filings · filing Mar 25, 2026
        selection of other advisers (Item 5.G.7): yes on the filing of 2025-03-31, no on the filing of 2026-03-25
        peers: asset managers, $100M to $500M (1,568)
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 4 to 3
        Mar 31, 2025 to Mar 25, 2026
      • Advisory activities · 3 to 1
        Mar 31, 2025 to Mar 25, 2026
      • Assets in custody · $29.6M to $43.0M
        Mar 31, 2025 to Mar 25, 2026
      • Discretionary RAUM · $205M to $193M
        Mar 31, 2025 to Mar 25, 2026
      • Pooled vehicle RAUM · $131M to $193M
        Mar 31, 2025 to Mar 25, 2026
      Full history · 14 changes
      • RAUM · $205M to $193M
        Mar 31, 2025 to Mar 25, 2026
      • Advisory activities · 1 to 3
        Mar 20, 2024 to Mar 31, 2025
      • Pooled vehicle clients · 3 to 2
        Mar 20, 2024 to Mar 31, 2025
      • Assets in custody · $33.2M to $29.6M
        Mar 20, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Mar 20, 2024 to Mar 31, 2025
      • Discretionary RAUM · $190M to $205M
        Mar 20, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $140M to $131M
        Mar 20, 2024 to Mar 31, 2025
      • RAUM · $190M to $205M
        Mar 20, 2024 to Mar 31, 2025
      • Related adviser · false to true
        Mar 20, 2024 to Mar 31, 2025
      Signals
      3 dated events
      • ••• Locked
        Mar 25, 2026 · ria principal change · derived
      • ••• Locked
        Mar 25, 2026 · Control person left · inference
      • ••• Locked
        Mar 20, 2024 · 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 25, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Mar 25, 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
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

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