Investment adviser · CRD 300735
KINLOCH CAPITAL, LLC
Investment adviser filing (IA)
GLEN ALLEN, VA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $301M Form ADV · Item 5.F
- Client accounts
- 705 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 101 | $266,220,726 | 88.4% |
| Individuals | 84 | $34,880,061 | 11.6% |
Filing source
Form ADV 2086364 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
KINCAP EDDY, LLCReal Estate Fund · Last reported May 19, 2025$2.05MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MEADOWS URQUHART ACREE & COOK, LLP
PCAOB 3688
Fund details & source
- Fund ID
- 805-9014034403
- Reported beneficial owners
- 19
- Minimum commitment
- $25K
- Form D file number
- 021-466158
Form ADV 1990562 · May 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KINCAP MOTORWORKS, LLCReal Estate Fund · Last reported May 19, 2025$1.65MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MEADOWS URQUHART ACREE & COOK, LLP
PCAOB 3688
Fund details & source
- Fund ID
- 805-2502391937
- Reported beneficial owners
- 17
- Minimum commitment
- $50K
- Form D file number
- 021-450098
Form ADV 1990562 · May 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KINCAP MANCHESTER PARK, LLCReal Estate Fund · Last reported May 19, 2025$890KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MEADOWS URQUHART ACREE & COOK, LLP
PCAOB 3688
Fund details & source
- Fund ID
- 805-4396424750
- Reported beneficial owners
- 7
- Minimum commitment
- $25K
- Form D file number
- 021-391988
Form ADV 1990562 · May 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KINCAP JRHP 1322 W. BROAD, LLCReal Estate Fund · Last reported May 19, 2025$800KGross asset value
Form D fundraising filings
KinCap JRHP 1322 W. Broad, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MEADOWS URQUHART ACREE & COOK, LLP
PCAOB 3688
Fund details & source
- Fund ID
- 805-7881207289
- Reported beneficial owners
- 10
- Minimum commitment
- $50K
- Form D file number
- 021-477415
Form ADV 1990562 · May 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KINCAP ATRIUM, LLCReal Estate Fund · Last reported May 19, 2025$760KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MEADOWS URQUHART ACREE & COOK LLP
PCAOB 3688
Fund details & source
- Fund ID
- 805-6203527371
- Reported beneficial owners
- 15
- Minimum commitment
- $25K
- Form D file number
- 021-381832
Form ADV 1990562 · May 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4801 COX ROAD, SUITE 200GLEN ALLEN, VA, 23060, United States
CRD 300735
Filing source
Form ADV 2086364 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.