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Krilogy Capital Management II
Krilogy Capital Management II is the successor entity to Krilogy Capital Management, formed as a registered investment advisor under Missouri law.
Krilogy Capital Management II
Krilogy Capital Management II is the successor entity to Krilogy Capital Management, formed as a registered investment advisor under Missouri law. The firm does not publicly disclose its founding year or a named family principal, but its organizational structure suggests an evolution from a traditional RIA into a multi-family office serving multiple unrelated families. Wealth origin for the underlying capital it manages is not publicly available, though the firm's positioning targets affluent individuals and institutional clients rather than a single founding family. The firm's strategy centers on comprehensive wealth management rather than direct investment in venture or private equity. Its service mix includes financial planning, estate planning, tax management, and retirement income planning. Krilogy Capital Management II acts as a fiduciary across asset allocation decisions, using third-party managers and ETF/ mutual fund vehicles rather than deploying capital directly into portfolio companies. Geographic focus is North America, with a concentration on the St. Louis metropolitan area and surrounding Midwest states. The firm's scale is not disclosed publicly; no AUM, deployment figures, or professional headcount are published. The entity's name includes 'Capital Management II,' which may indicate a second-generation structure or corporate evolution. No additional offices, philanthropic foundations, or adjacent vehicles have been identified in the public record. A structural differentiator for Krilogy Capital Management II is its hybrid registration as an RIA serving family-office clients without the typical single-family-office concentration risk. The firm does not appear to operate a proprietary investment fund, instead relying on open-architecture platforms and third-party fund selection. This model places it in the category of independent multi-family offices that prioritize tax-efficiency and succession planning over direct deal participation.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
St. Louis, Missouri, United States
Sector focus
Frequently asked questions
Is Krilogy Capital Management II a single-family office or a multi-family office?
The firm operates as a multi-family office registered as an RIA. Unlike a single-family office serving one family, Krilogy Capital Management II manages capital for multiple high-net-worth families and institutions. The 'II' in its name may indicate a successor structure to an earlier entity (public record).
What services does Krilogy Capital Management II offer beyond investment management?
Krilogy Capital Management II provides financial planning, estate planning, tax management, and retirement income planning. The firm presents itself as a fiduciary across all service lines, coordinating these functions under one advisory relationship rather than through separate providers.
Does Krilogy Capital Management II make direct investments in companies?
Public sources do not indicate that Krilogy Capital Management II makes direct investments in portfolio companies. The firm appears to allocate client capital through third-party asset managers, ETFs, mutual funds, and other open-architecture vehicles rather than pursuing direct private equity or venture capital deals.
How does Krilogy Capital Management II source its clients?
The firm's client base is primarily drawn from the St. Louis region and the broader Midwest. Krilogy Capital Management II's service model—combining tax strategy, estate planning, and financial planning—suggests it targets business owners, executives, and families with complex financial lives who need integrated advice.
Who owns or controls Krilogy Capital Management II?
The firm's ownership structure is not publicly disclosed. Its registration as an RIA and use of 'Capital Management II' suggest a corporate structure distinct from a single-family office. No named principals or family beneficiaries appear in SEC or state filings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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