Investment adviser · CRD 149046

KRILOGY

Investment adviser filing (IA)

KRILOGY FINANCIAL LLC

ST. LOUIS, MO, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $5.2B
Client accounts: 11,114
Employees: 103
Advisory professionals: 65

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,121	$3,753,240,547	72.2%
Retirement plans	132	$733,738,849	14.1%
Individuals	1,940	$658,983,965	12.7%
Corporations & businesses	11	$38,270,247	0.7%
Charities	Fewer than 5	$11,402,860	0.2%

Filing source

Form ADV 2089873 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ATLAS PRIVATE MARKETS FUND I, L.P.Other Private Fund · Last reported Mar 31, 2026$2.25MGross asset value

Form D fundraising filings

Atlas Private Markets Fund I, L.P.

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, LLP HOUSTON, Texas, United States

Custodian GRASSHOPPER BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER AND TIDWELL, LLP
PCAOB 410

Fund details & source

Fund ID: 805-8180894063
Reported beneficial owners: 18
Minimum commitment: $100K
Form D file number: 021-545618

Form ADV 2089873 · Mar 31, 2026 · 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 · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

275 N. LINDBERGH, STE. 20
ST. LOUIS, MO, 63141, United States

CRD 149046

Filing source

Form ADV 2089873 · 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.