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| Keyboard |
| Known Wealth LLC
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|---|---|
| CRD # | 321745 |
| SEC # | 801-126565 |
| CIK # | |
| AUM | 104.9 M (2025-10-31) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 646-586-9424 |
| Address | 31 Hudson Yards New York, NY 10001 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Living Cities Catalyst Fund III Known LP | [2024-01-09] | 11.0 M | 11.0 M |
| Offered $100,000,000 · Filed 2024-03-27 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining $89,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 1.1 |
| (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 | 2 | 24.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 78.9 |
| (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 | 5 | 104.9 |
| By Discretionary | ||
| Discretionary | 3 | 26.0 |
| Non-Discretionary | 2 | 78.9 |
| Total | 5 | 104.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.9 | |
| Total | 5 | 104.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ushir Shah | Director | 14 | 3 | |
| NA Known Wealth LLC | Director | 1 | 1 | |
| Thaddeus Fair | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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