9AT: KNOWN WEALTH LLC

Adviser Profile

As of Date	02/14/2026
Registration status	Terminated
ADV Location	NEW YORK, NY, United States
Contact Info	646 xxxxxxx
Websites

AUM^*	104,890,487 24%
of that, discretionary	25,957,324 -24%
Number of Employees	10
of those in investment advisory functions	5 -44%
Private Fund GAV^*	0 -100%
Avg Account Size	20,978,097 24%
% High Net Worth	20.00% 100%
SMA’s	No
Private Funds	0 1

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser STADION MONEY MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.7b	#Funds-
Adviser EVELYN PARTNERS ASSET MANAGEMENT LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund93.6m	Total Private Fund GAV93.6m	AUM1.1b	#Funds1
Adviser FREEDOM 3 CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund60.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.2b	Total Private Fund GAV1.2b	AUM1.1b	#Funds19
Adviser MOUNT LOGAN MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund213.7m	Real Estate Fund-	Securitized Asset Fund557.7m	Venture Capital Fund-	Other Fund-	Total Private Fund GAV771.5m	AUM2.0b	#Funds9
Adviser SWS CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund197.1m	Total Private Fund GAV197.1m	AUM413.1m	#Funds2
Adviser CROSS SHORE CAPITAL MANAGEMENT, LLC	Hedge Fund168.8m	Liquidity Fund-	Private Equity Fund24.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV193.6m	AUM147.1m	#Funds6
Adviser KORR ACQUISITIONS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM107.8m	#Funds-
Adviser METIS GLOBAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.7b	Total Private Fund GAV3.7b	AUM5.7b	#Funds17
Adviser MEADOW CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund5.4b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.4b	AUM6.0b	#Funds18
Adviser SILTSTONE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM77.0m	#Funds-

Brochure Summary

Overview

Known Wealth LLC ("Known"), founded in 2022 is a Delaware limited liability company that commenced operations and is owned and controlled by Known Holdings LLC ("Known Holdings"). Known Holdings is ultimately controlled by Jim Casselberry, Valerie Red-Horse Mohl, Nathalie Molino Niño, and Ushir Shah. This document contains important information about Adviser. Adviser is a newly created investment adviser which provides discretionary and non- discretionary investment advice (including acting as sub-adviser to clients who authorize their investment adviser to retain Known, either directly or indirectly) to family offices, foundations, institutions, ultra-high net worth individuals, private funds and other pooled investment vehicles ("Clients", each a "Client"). Adviser manages assets on behalf of select clients (collectively, "Managed Accounts"), based on a determination of each investor’s financial situation, needs, investment objectives and pursuant to an Investment Management Agreement, an Investment Policy Statement ("IPS") and specific to private funds and pooled investment vehicles, its offering memorandum, each which includes certain investment restrictions that are agreed to between Adviser

and the Client. Adviser offers advice regarding investments in private companies which are not publicly traded and publicly traded securities. Clients can restrict investment in certain securities and provide Adviser with guidance and direction. Investment assets are allocated primarily to independent managers across several asset classes. This may include allocations to equities, fixed income, alternative investments, real estate, private equity, and other asset classes. Depending on the size and nature of the relationship, allocations may be directed to independent managers through separately managed accounts ("SMAs"), private funds, exchange traded funds ("ETFs"), and/or mutual funds. Adviser may offer advice on individual securities. The value-add framework for all of Known’s work is based on investments with a focus on racial equity strategies and allocations to Black, Indigenous, People of Color ("BIPOC") fund managers. Clients will typically hire Known if their investment strategy and preference includes a focus on racial equity and social justice. As of January 17, 2023, Adviser has the following assets under management: $26,800,000.00, of which $25,000,000.00 are discretionary.

KNOWN WEALTH LLC

KNOWN WEALTH LLC

KNOWN ASSET MANAGEMENT

KNOWN PRIVATE WEALTH

KNOWN WEALTH AND ASSET MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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KNOWN WEALTH LLC KNOWN WEALTH LLC KNOWN ASSET MANAGEMENT KNOWN PRIVATE WEALTH KNOWN WEALTH AND ASSET MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

KNOWN WEALTH LLC

KNOWN WEALTH LLC

KNOWN ASSET MANAGEMENT

KNOWN PRIVATE WEALTH

KNOWN WEALTH AND ASSET MANAGEMENT