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K2/D&S MANAGEMENT CO., L.L.C.

STAMFORD, CT · CRD 123826 · IAPD ↗ · k2advisors.com · 203-348-5252

$6.53BRegulatory AUM
10Advisory reps
30Employees
6Clients
n/aPlanning clients
29Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
January 2026 — K2/D&S MANAGEMENT CO., L.L.C. reported RAUM down 31% ($9.44B -> $6.53B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
January 2026 — K2/D&S MANAGEMENT CO., L.L.C. shrank from 15 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
January 2025 — K2/D&S MANAGEMENT CO., L.L.C. shrank from 21 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.