KW Investment Adviser LLC
- Assets, Funds, Holdings
| KW Investment Adviser LLC
|
| CRD # | 161165 |
| SEC # | 801-73475 |
| CIK # | |
| AUM |
|
| Employees |
60 (0% Investors, 0% Brokers)
|
| Phone | 310-887-6400 |
| Address | 9701 Wilshire Boulevard
Beverly Hills, CA 90212 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| RE |
Kennedy Wilson Real Estate Fund IV PF LP |
2014-03-31
|
|
92.2 M |
| RE |
Bay Area Smart Growth Fund II LLC |
2012-02-13
|
|
50.2 M |
| RE |
Kennedy Wilson Real Estate Fund IV LP |
[2012-02-13]
|
118.4 M |
205.6 M |
|
Offered $500,000,000 · Filed 2011-06-28 (D) · Exemption 506 · Remaining $381,578,947 · Duration One year or less · Revenue Decline to Disclose
|
| RE |
KWI Property Fund I LP |
2012-02-13
|
|
114.3 M |
| RE |
KW Property Fund III LP |
[2012-02-13]
|
|
124.2 M |
| RE |
KW Property Fund III QP-A LP |
[2012-02-13]
|
44.1 M |
222.2 M |
|
Offered $1,220,000,000 · Filed 2010-07-14 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining $1,175,882,353 · Duration One year or less · Commission $1,000,000 · Revenue Decline to Disclose
|
| RE |
KW Property Fund II LP |
2012-02-13
|
|
246.6 M |
| RE |
Northwest Louisiana Community Development Fund I LLC |
[2012-02-13]
|
|
15.6 M |
| AUM Breakdown |
Accounts |
AUM ($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 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $1.4B |
| Serves | Institutional |
| Fund Types | Real Estate |
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