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K• C•••••• L•

Asset manager (funds and pooled vehicles)SEC-registered1 private funds· New York, New Yorkwebsite

Asset manager (funds and pooled vehicles), based in New York, New York, reporting $792M of regulatory assets.

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

Regulatory AUM
$792M
Form ADV
Advisors
0
IAPD
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

What matters now

  1. New owner
    ownership and control

    B•••••••• H••••••• G•• L•• appeared on Schedule A as an owner on 3 Aug 2026.

    A change of owner or control is when advisors reconsider where they sit and when an acquirer's retention is tested.

    FactForm ADV Schedule A and Item 4For Recruiters, acquirersOwnership →
Every filed figure, and the identifiersCRD 338229 · SEC 801-134354 · 4 filingsShow
CRD 338229SEC 801-134354First filing on the tape Sep 22, 2025, latest Aug 3, 2026SEC status approved since Nov 17, 2025IAPD
RAUM
$792M
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
20
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
4 filings and snapshots on the tape

Filed figures over time · the tape starts Sep 22, 2025

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$792M as of Aug 3, 2026
Sep 22, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 3, 2026
Sep 22, 20250 then
Employees (5.A)20 as of Aug 3, 2026
Sep 22, 202514 then
Private funds1 as of Aug 3, 2026
Jan 30, 20261 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 3, 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
$792MderivedRAUM 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
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
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
  • 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)
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$792M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
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 departureEvery 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
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      K• C•••••• L• P••••••••• F•••Hedge Fund$00Aug 3, 2026
      Owners and control persons
      Schedule A and B, latest filing
      • M•••••• A••••••• L••••••• · Chief Compliance Officercontrol
        since 07/2025 · owns less than 5%
      • N•••••• R•••• N•• · Chief Investment Officercontrol
        since 07/2025 · owns 75% or more
      • O•••• C••••••• M••• · Chief Operating Officercontrol
        since 07/2025 · owns less than 5%
      • K••••••••• R•••••• Z••••••• · Chief Technology Officer
        since 07/2025 · owns less than 5%
      Entity owners
      • B•••••••• H••••••• G•• L•• · General Partner
        direct · owns less than 5%
      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 · 0 to 1
        Dec 19, 2025 to Jan 30, 2026
      • Advisory employees · 11 to 10
        Dec 19, 2025 to Jan 30, 2026
      • Pooled vehicle clients · unset to 1.0
        Dec 19, 2025 to Jan 30, 2026
      • Private funds · unset to 1
        Dec 19, 2025 to Jan 30, 2026
      • Discretionary RAUM · $0 to $792M
        Dec 19, 2025 to Jan 30, 2026
      Full history · 9 changes
      • Pooled vehicle RAUM · unset to 792357312.0
        Dec 19, 2025 to Jan 30, 2026
      • RAUM · $0 to $792M
        Dec 19, 2025 to Jan 30, 2026
      • Advisory employees · 7 to 11
        Sep 22, 2025 to Dec 19, 2025
      • Employees · 14 to 20
        Sep 22, 2025 to Dec 19, 2025
      Signals
      2 dated events
      • ••• Locked
        Aug 3, 2026 · private fund first reported · fact
      • ••• Locked
        Sep 22, 2025 · First SEC registration · derived
      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, Aug 3, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Aug 3, 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, RAUM change, 1 year.