Karl Kapital Llc
- Regulatory AUM
- $268M
- Discretionary
- $268M
- Clients
- 7
- Avg AUM / client
- $38.3M
- Accounts
- 7
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $268M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clarke, Rachael, (Nmn) | Managing Member, Investor Relations, Founding Principal, Chief Operating Officer And Chief Compliance Officer | Oct 2024 (2y) | 50% – 75% | |
| Del Medico, Andrew, James | Research Analyst And Founding Principal | Oct 2024 (2y) | 25% – 50% | |
| Hughes, Justin, James | Lead Portfolio Manager And Founding Principal | Oct 2024 (2y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗