DFX Intelligence
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K••• M•••••• H•••••••• L•••
Former SEC-registered adviser, based in Boca Raton, Florida, reporting $20B of regulatory assets.
Composed from this adviser's Form ADV classification, location and filed figures.
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
- Last reported RAUM
- $20B
- Advisors
- Not applicable
- Net advisor flow, 12 months
- Not applicable
- RAUM change, last fiscal year
- Not applicable
- Private clients
- 0.0% of RAUM
Form ADV
Form ADV
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
Why this matters
- Contact points 1
Every filed figure, and the identifiersCRD 343124 · SEC 801-137236 · 1 filingsShowHide
RAUM
$20B
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
162
85 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
1 filings and snapshots on the tape
RAUM: $20B
HNW client RAUM: $0
State-registered IARs (5.B.3): 0
Employees (5.A): 162
Private funds: no history
Practice profile
derived from the filing of Aug 27, 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
- $684MderivedRAUM 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
- unknownderived4 offices 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
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $20B, 29 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$19B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 29reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $20B for 29 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
26 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K•••• A••••••• R••• E••••• P••••••• V•• L••• | Real Estate Fund | $3.6B | 547 | Mar 31, 2021 |
| K•••• C••••••••• R••• E••••• D•••• L••• | Real Estate Fund | $3.3B | 961 | Nov 3, 2022 |
| K•••• A••••••• R••• E••••• P••••••• V••• L••• | Real Estate Fund | $3.1B | 406 | Jul 14, 2023 |
| K•••• A••••••• C••• R••• E•••••• L••• | Real Estate Fund | $2.8B | 321 | Mar 29, 2018 |
| K•••• A••••••• R••• E••••• D••• I•• L••• | Real Estate Fund | $2.4B | 953 | Mar 31, 2021 |
| K•••• A••••••• R••• E••••• O••••••••• D••• I•• L••• | Real Estate Fund | $2.3B | 268 | Oct 30, 2023 |
| K•••• A••••••• R••• E••••• P••••••• V• L••• | Real Estate Fund | $1.0B | 553 | Mar 29, 2017 |
| K••••• J•• L•• | Real Estate Fund | $750M | 3 | Aug 6, 2026 |
| K•••• A••••••• C••• I••••••••• F•••• L••• | Real Estate Fund | $707M | 13 | Mar 29, 2018 |
| P••• M•• J• R•••• L•• | Real Estate Fund | $499M | 4 | Mar 31, 2023 |
| K•••• M••••• J•• L•• | Real Estate Fund | $467M | 4 | Mar 31, 2023 |
| K•••• V•• M•• C••••••••• F•••• L••• | Real Estate Fund | $462M | 13 | Aug 6, 2026 |
| K•••• A••••••••• H•••••• F•••• L••• | Real Estate Fund | $436M | 44 | Aug 6, 2026 |
| K•••• A••••••• R••• E••••• P••••••• I•• L••• | Real Estate Fund | $413M | 554 | Mar 31, 2015 |
| K••• M••••• J•• L•• | Real Estate Fund | $339M | 4 | Mar 31, 2023 |
| K•••• A••••••• R••• E••••• D••• E•••••• L••• | Real Estate Fund | $199M | 141 | Mar 30, 2022 |
| K•••• I•••••••• I••• L••• | Real Estate Fund | $197M | 20 | Mar 27, 2020 |
| K•••• V•• R•••• L•• | Real Estate Fund | $193M | 26 | Aug 6, 2026 |
| K•••• V• R•••• L•• | Real Estate Fund | $184M | 19 | Aug 6, 2026 |
| K••• J•• L•• | Real Estate Fund | $144M | 2 | Aug 6, 2026 |
| K•••• A••••••• R••• E••••• P••••••• V• P••••••• F•••• L••• | Real Estate Fund | $126M | 12 | Mar 29, 2018 |
| K••••• L••• | Real Estate Fund | $73.4M | 4 | Mar 31, 2021 |
| K•••• V• 2• C•••• S••••• C••••••••• F•••• L••• | Real Estate Fund | $25.9M | 9 | Mar 29, 2018 |
| K••• I••••••••• L•• | Real Estate Fund | $19.5M | 25 | Mar 27, 2020 |
| K•••• I•••••••• I•• L•• | Real Estate Fund | $14.8M | 16 | Mar 29, 2019 |
| K•••• I••••••••• L•• | Real Estate Fund | $14.5M | 16 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
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
One filing, no change to show.
Signals
No event on the tape.
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 27, 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
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026