KW Investment Adviser LLC

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Assets, Funds, Holdings

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KW Investment Adviser LLC
CRD #161165
SEC #801-73475
CIK #
AUM
Employees 60 (0% Investors, 0% Brokers)
Phone310-887-6400
Address9701 Wilshire Boulevard
Beverly Hills, CA 90212
Source [IAPD] [Website]
Total AUM ($M)
1400112084056028002010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
RE Kennedy Wilson Real Estate Fund IV PF LP 2014-03-31 92.2
RE Bay Area Smart Growth Fund II LLC 2012-02-13 50.2
RE Kennedy Wilson Real Estate Fund IV LP [2012-02-13] 118.4 205.6
RE KWI Property Fund I LP 2012-02-13 114.3
RE KW Property Fund III LP [2012-02-13] 124.2
RE KW Property Fund III QP-A LP [2012-02-13] 44.1 222.2
RE KW Property Fund II LP 2012-02-13 246.6
RE Northwest Louisiana Community Development Fund I LLC [2012-02-13] 15.6
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 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 0 0.0
(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 7 978.7
By Discretionary
Discretionary 7 978.7
Non-Discretionary 0 0.0
Total 7 978.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 978.7
Total 7 978.7
Form D Directors # Filings # Firms 2011 - 2025
Robert Hart 46
Freeman Lyle 6
William McMorrow 6
Barry Schlesinger 3
Mary Ricks 3
John Prabhu 2
Don Herrema 1
Kennedy Wilson Property Services IV LP 1
Kennedy Wilson Property Services IV GP LLC 1
Matt Windisch 1
View All
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