SourcingSourcing

KALEIDOSCOPE CAPITAL LP

C31
CRD 282159·SEC 801-110304·BOSTON, MA
AUM
$706.2M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KALEIDOSCOPE CAPITAL LP
CRD
282159
SEC file #
801-110304
EIN
981322653
DBA names
Kaleidoscope Capital

Economics

AUM
$706.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$288.7M → $706.2M▲ +145%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
kldscap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NANDA, NIPUN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
NANDA, NIPUN
BERRY, DAVID, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KLDSCAP.COM
Rdap Domain Creation Date
2014-04-23T15:54:03Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001686311
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2016-10-11
Edgar Last Filing Date
2023-08-15
Edgar Form D Count
7
Edgar Form D Offerings
2023-08-152023-08-15 · 0001686311-23-000001
2022-08-162022-08-16 · 0001686311-22-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs8
Interactive Brokers6
Northern Trust4
U.s. Bank4
E*trade4
Edgar Addresses
Mailing
C/O WALKERS CORPORATE SERVICES190 ELGIN AVENUE, GEORGE TOWNGRAND CAYMAN, E9, KY1-9008
Business
C/O WALKERS CORPORATE SERVICES190 ELGIN AVENUE, GEORGE TOWNGRAND CAYMAN, E9, KY1-9008
Edgar EIN
981322653
Edgar Recent Filings
D/A2023-08-15 · 0001686311-23-000001
D/A2022-08-16 · 0001686311-22-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-23T15:54:03Z
Rdap Domain Last Changed
2026-04-01T14:37:53Z
Rdap Nameservers
Ns12.wixdns.netNs13.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4417715
Trust Company Affiliate
Yes

People (2)

2
NANDA, NIPUN
Direct Owner · 87.5%
4417715
BERRY, DAVID, CHARLES
Executive Officer · 2.5%
5931290