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••• C•••••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 25, 2024 · 8 filings
SEC status approved since May 14, 2024
RAUM
$1.1B
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
19
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$1.1B as of Mar 31, 2026
Feb 20, 2025$595M then
HNW client RAUM$0 as of Mar 31, 2026
Feb 20, 2025$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Feb 20, 20250 then
Employees (5.A)19 as of Mar 31, 2026
Feb 20, 202517 then
Private funds7 as of Mar 31, 2026
Feb 20, 20255 then
RAUM +12% over the last fiscal yearIARs 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
- $158MderivedRAUM 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
- +12%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
- yesreportedItem 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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=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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K••• M•••••••• P••••••• I•• L••• | Private Equity Fund | $233M | 37 | Oct 8, 2024 |
| K•• E••••••• V•••• I• L• | Private Equity Fund | $233M | 35 | Aug 30, 2024 |
| K••• G••••• P••••••• I••• L••• | Private Equity Fund | $74.9M | 69 | Oct 8, 2024 |
| K•• I•• C••••••••• F•••• L• | Private Equity Fund | $30.2M | 3 | Aug 30, 2024 |
| K••• M•••••••• P••••••• I• L••• | Private Equity Fund | $22.9M | 41 | Oct 8, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• R••••••• L•• · Member And Managercontrolsince 07/2021 · owns 50% to 75%
- E••••••••• C••••••• B••••••• · Chief Financialofficercontrolsince 07/2021 · owns less than 5%
- M•••••••• K••••• R•••••• · Member And Managercontrolsince 07/2021 · owns 50% to 75%
- B••••••• N••••••• · Chief Compliance Officersince 08/2024 · owns less than 5%
Related persons
Schedule D 7.A
- K••• G••••• P••••••• I•• G•• L••pooled vehicle sponsory
- K••• M•••••••• P••••••• I• G•• L••pooled vehicle sponsory
- K••• M•••••••• P••••••• I• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 31, 2026custody of client assets (Item 9.A): no on the filing of 2025-05-06, yes on the filing of 2026-03-31peers: asset managers, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Accounts · 5 to 7May 6, 2025 to Mar 31, 2026
- Advisory employees · 14 to 16May 6, 2025 to Mar 31, 2026
- Pooled vehicle clients · 5 to 7May 6, 2025 to Mar 31, 2026
- Custody of client assets · false to trueMay 6, 2025 to Mar 31, 2026
- Employees · 17 to 19May 6, 2025 to Mar 31, 2026
- Private funds · 5 to 7May 6, 2025 to Mar 31, 2026
- Discretionary RAUM · $986M to $1.1BMay 6, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $986M to $1.1BMay 6, 2025 to Mar 31, 2026
- RAUM · $986M to $1.1BMay 6, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 6, 2025
- Advisory employees · 15 to 14Feb 20, 2025 to Mar 31, 2025
- Assets in custody · unset to 0.0Feb 20, 2025 to Mar 31, 2025
- Discretionary RAUM · $595M to $986MFeb 20, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $595M to $986MFeb 20, 2025 to Mar 31, 2025
- RAUM · $595M to $986MFeb 20, 2025 to Mar 31, 2025
- Accounts · 2 to 5Aug 30, 2024 to Oct 8, 2024
- Pooled vehicle clients · 2 to 5Aug 30, 2024 to Oct 8, 2024
- Private funds · 2 to 5Aug 30, 2024 to Oct 8, 2024
- Discretionary RAUM · $263M to $595MAug 30, 2024 to Oct 8, 2024
- Pooled vehicle RAUM · $263M to $595MAug 30, 2024 to Oct 8, 2024
- RAUM · $263M to $595MAug 30, 2024 to Oct 8, 2024
- Accounts · 0 to 2Apr 1, 2024 to Aug 30, 2024
- Pooled vehicle clients · 0 to 2Apr 1, 2024 to Aug 30, 2024
- Assets in custody · 0.0 to unsetApr 1, 2024 to Aug 30, 2024
- Custody of client assets · true to falseApr 1, 2024 to Aug 30, 2024
- Private funds · unset to 2Apr 1, 2024 to Aug 30, 2024
- Discretionary RAUM · $0 to $263MApr 1, 2024 to Aug 30, 2024
- Pooled vehicle RAUM · $0 to $263MApr 1, 2024 to Aug 30, 2024
- RAUM · $0 to $263MApr 1, 2024 to Aug 30, 2024
- Accounts · 3 to 0Mar 25, 2024 to Apr 1, 2024
- Charity clients · unset to 0.0Mar 25, 2024 to Apr 1, 2024
- Corporate clients · unset to 0.0Mar 25, 2024 to Apr 1, 2024
- HNW clients · unset to 0.0Mar 25, 2024 to Apr 1, 2024
- Individual clients · unset to 0.0Mar 25, 2024 to Apr 1, 2024
- Pension plan clients · unset to 0.0Mar 25, 2024 to Apr 1, 2024
- Pooled vehicle clients · 3 to 0Mar 25, 2024 to Apr 1, 2024
- Discretionary RAUM · $723M to $0Mar 25, 2024 to Apr 1, 2024
- HNW RAUM · unset to 0.0Mar 25, 2024 to Apr 1, 2024
- Individual RAUM · unset to 0.0Mar 25, 2024 to Apr 1, 2024
- Pension RAUM · unset to 0.0Mar 25, 2024 to Apr 1, 2024
Signals
4 dated events
- K••• C•••••• P•••••••• L•• reported RAUM $985.9M, up 66% from $594.6M (2025-02-20 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- K••• C•••••• P•••••••• L•• reported RAUM $594.6M, up 126% from $263.3M (2024-08-30 to 2024-10-08)Oct 8, 2024 · RAUM change · derived
- K••• C•••••• P•••••••• L•• reported RAUM $0, down 100% from $723.4M (2024-03-25 to 2024-04-01)Apr 1, 2024 · RAUM change · derived
- K••• C•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Mar 25, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- K••• C•••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- K••• C•••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/2922702/admin/feed/postsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- k•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 704-943-2500reportedpublic 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