The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Private fund

K•••••• M•••••••• O••••••••• F••• I• L•

Other Private Fundadvised byP••••••••independent RIA805-9949346843IAPD
Gross asset value
$17.4M
as of Mar 31, 2026; not a fund size
Peak GAV
$39.0M
highest filing
Owners
111
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
2%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
26 filings
Mar 30, 2020 to Mar 31, 2026
Reporting history
one row per Form ADV filing
Gross asset value$17.4M as of Mar 31, 2026
Mar 30, 2020$37.7M then
Owners111 as of Mar 31, 2026
Mar 30, 202082 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 30% of the adviser's clients investedreported
Form D file number
021-334862reportedthe join to the Form D offering
Type as written
M•••••••• FUNDreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • P••••••• L••
    Jersey City, New Jersey
  • U•• F•••••••• S•••••••• I•••
    Kansas City, Missouri
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
2.0%reportedadviser and related persons