DFX Intelligence

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K••• K••••••

Asset manager (funds and pooled vehicles)SEC-registered3 private funds· San Francisco, Californiawebsite

Asset manager (funds and pooled vehicles), based in San Francisco, California, reporting $268M of regulatory assets.

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

As of 2026-03-31 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $268M
Advisors: 0
RAUM change, 1 year: +50%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-03-31 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

+49.6%
RAUM, one year
RAUM $179M to $268M (+49.6%) on the Form ADV filed 31 Mar 2026.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

Every filed figure, and the identifiersCRD 333558 · SEC 801-131486 · 5 filingsShow

CRD 333558SEC 801-131486Legal name K••• K•••••• L••First filing on the tape Oct 18, 2024, latest Mar 31, 2026SEC status approved since Nov 18, 2024IAPD

RAUM

$268M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

5 filings and snapshots on the tape

RAUM +50% over the last fiscal year · the tape starts Oct 18, 2024

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$268M as of Mar 31, 2026

Mar 18, 2025$179M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 31, 2026

Mar 18, 20250 then

Employees (5.A)6 as of Mar 31, 2026

Mar 18, 20256 then

Private funds3 as of Mar 31, 2026

Mar 18, 20253 then

RAUM +50% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Mar 31, 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: $38.3MderivedRAUM 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 office incl. principal (1.F.5)
RAUM growth, one year: +50%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: $135M, 5 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)
an independent public accountant performs a surprise examination (9.C.1)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

100% pooled investment vehicles

The breakdown by client type, and the client counts1 client typesShow

Pooled investment vehicles$268M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 7reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $135M for 5 clientsreported
Compensation: % of AUM, performancereported
Class basis: RAUM: 0% private clients, 100% pooled funds, 0% institutions; no related broker-dealer; no related bankderived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

3 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
P• N•••• O••••••• M••••• F••• L•	Hedge Fund	$91.4M	21	Dec 11, 2020
P• N•••• F••• I• L•	Hedge Fund	$41.8M	13	Dec 11, 2020
N•••• S•• A• L••	Hedge Fund	$1.8M	9	Mar 25, 2022

Owners and control persons

Schedule A and B, latest filing

C•••••• R••••••• •••• · Managing Member, Investor Relations, Founding Principal, Chief Operating Officer And Chief Compliance Officercontrol
since 10/2024 · owns 50% to 75%
D•• M•••••• A•••••• J•••• · Research Analyst And Founding Principalcontrol
since 10/2024 · owns 25% to 50%
H•••••• J•••••• J•••• · Lead Portfolio Manager And Founding Principalcontrol
since 10/2024 · owns 10% to 25%

Related persons

Schedule D 7.A

K••• G•••••• P•••••• L••
investment adviserpooled vehicle sponsorn
P• N•••• L•• G•
investment adviserpooled vehicle sponsorn
P•••• 2• P•••••••
investment adviserbankpooled vehicle sponsornRAUM $487M

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 25 %Change between filings · filing Mar 31, 2026
RAUM (Item 5.F) moved from $179,426,000 to $268,357,000 (+50.0%) between the annual amendments of 2025-03-18 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 91.0th percentile of changes)
peers: asset managers, $100M to $500M (1,140) · 91% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 5 to 7
Sep 5, 2025 to Mar 31, 2026
Pooled vehicle clients · 3 to 7
Sep 5, 2025 to Mar 31, 2026
Assets in custody · $179M to $135M
Sep 5, 2025 to Mar 31, 2026
Discretionary RAUM · $179M to $268M
Sep 5, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $179M to $268M
Sep 5, 2025 to Mar 31, 2026

Full history · 21 changes

RAUM · $179M to $268M
Sep 5, 2025 to Mar 31, 2026
Accounts · 0 to 5
Oct 31, 2024 to Mar 18, 2025
Pooled vehicle clients · unset to 3.0
Oct 31, 2024 to Mar 18, 2025
Assets in custody · unset to 179426000.0
Oct 31, 2024 to Mar 18, 2025
Custody of client assets · false to true
Oct 31, 2024 to Mar 18, 2025
Employees · 8 to 6
Oct 31, 2024 to Mar 18, 2025
Financial planning clients · unset to
Oct 31, 2024 to Mar 18, 2025
Private funds · unset to 3
Oct 31, 2024 to Mar 18, 2025
Discretionary RAUM · $0 to $179M
Oct 31, 2024 to Mar 18, 2025
Pooled vehicle RAUM · unset to 179426000.0
Oct 31, 2024 to Mar 18, 2025
RAUM · $0 to $179M
Oct 31, 2024 to Mar 18, 2025
Related adviser · true to false
Oct 31, 2024 to Mar 18, 2025
Related bank · true to false
Oct 31, 2024 to Mar 18, 2025
Legal name · K••• K•••••• GP to K••• K•••••• L••
Oct 18, 2024 to Oct 31, 2024
Related adviser · false to true
Oct 18, 2024 to Oct 31, 2024
Related bank · false to true
Oct 18, 2024 to Oct 31, 2024

Signals

6 dated events

••• Locked
Mar 31, 2026 · ria indirect owner change · fact
••• Locked
Mar 31, 2026 · ria indirect owner change · fact
••• Locked
Mar 31, 2026 · ria majority owner change · fact
••• Locked
Mar 31, 2026 · ria ownership band change · fact
••• Locked
Mar 31, 2026 · Control person left · inference

Full timeline · 6 events

••• Locked
Oct 18, 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 31, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Mar 31, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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.