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| Happy Holidays!! thanks for using AUM13F!! |
| K1 Investment Management LLC
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| CRD # | 161953 |
| SEC # | 801-107640 |
| CIK # | 0002031105 |
| AUM | $19.7 B (2025-03-27) |
| Employees | 76 (83% Investors, 0% Brokers) |
| Phone | 800-310-2870 |
| Address | 875 Manhattan Beach Blvd Manhattan Beach, CA 90266-4911 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 19.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 19.7 |
| By Discretionary | ||
| Discretionary | 20 | 19.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 19.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.7 | |
| Total | 20 | 19.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Hasan Askari | 16 | ||
| Taylor Beaupain | 13 | ||
| R Malik | 11 | ||
| Ronald Cano II | 8 | ||
| Dan Ghammachi | 6 | ||
| Taylor Beaupin | 4 | ||
| Rajiv Malik | 1 | ||
| Ronald Cano | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0002031105] | |
| 4 | [0002031105] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| MariaDB plc | |
| K1 Investment Management LLC | |
| Meridian BidCo LLC |
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