SourcingSourcing

021 INVESTMENTS LLC

B57
CRD 328334·SEC 801-128985·MIAMI, FL
AUM
$205.0M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$615K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
021 INVESTMENTS LLC
CRD
328334
SEC file #
801-128985
EIN
—
DBA names
—

Economics

AUM
$205.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$230.0M → $205.0M▼ -11%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
1 advisors → 3 advisors▲ +200%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/krf-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Fox, Kyle, Rachel
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Fox, Kyle, Rachel
Nair, Vasudev, Aravindakshan
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7810538
Trust Company Affiliate
No

People (2)

2
Fox, Kyle, Rachel
Direct Owner · 87.5%
7810538
Nair, Vasudev, Aravindakshan
Executive Officer · 2.5%
8243618