{"url":"https://nivawealth.com/firms/ksl-advisors-155677","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155677","regulatoryAum":25611898133,"crd":"155677","secFileNumber":"801-73674","legalName":"KSL Advisors, LLC","displayName":"KSL Advisors","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"100 ST. Paul Street, Suite 800","city":"Denver","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80206"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":135,"advisory":71,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"discretionary":21231261988,"discretionaryAccounts":55,"nonDiscretionary":4380636145,"nonDiscretionaryAccounts":5,"wrapProgram":null,"nonUsClientsPct":5,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":60,"regulatoryAum":25611898133}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"KSL Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Eric Resnick","title":"Chief Executive Officer","crd":"2249599"},{"name":"Timothy Taylor","title":"Chief Financial Officer","crd":"6258780"},{"name":"Steven Siegel","title":"Chief Operating Officer","crd":"5877630"},{"name":"Thomas McGrath","title":"Chief Compliance Officer","crd":"6639195"},{"name":"Peter McDermott","title":"Chief Investment Officer","crd":"2906454"},{"name":"Kevin Rohnstock","title":"General Counsel","crd":"6020203"}],"ownership":[{"label":"KSL Advisors Holdings, LP","detail":"Holding company in the 75% or more ownership band, since May 2026."},{"label":"KSL Ptarmigan, LLC","detail":"Indirect owner: general partner of KSL Advisors Holdings, LP and a control person, since May 2026.","parent":"KSL Advisors Holdings, LP"},{"label":"Eric Resnick","detail":"Indirect owner: a managing member of KSL Ptarmigan, LLC in the 75% or more band and a control person, since June 2019.","parent":"KSL Ptarmigan, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"100 ST. Paul Street, Suite 800","city":"Denver","headquarters":true}]},{"state":"Connecticut","offices":1,"addresses":[{"street":"700 Canal Street","city":"Stamford"}]},{"state":"New York","offices":1,"addresses":[{"street":"1270 Avenue of the Americas","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"720-284-6400","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[],"privateFunds":60},"sources":{"adv1FilingDate":"23 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155677/PDF/155677.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does KSL Advisors have?","answer":"KSL Advisors has 60 clients and manages $25.6 billion for them, as of June 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does KSL Advisors offer?","answer":"KSL Advisors provides portfolio management for pooled vehicles, portfolio management for institutions and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does KSL Advisors have?","answer":"KSL Advisors has 0 investment adviser representatives registered with state securities authorities, out of 135 employees, and 71 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns KSL Advisors?","answer":"KSL Advisors is owned through a chain of holding companies by Eric Resnick. Its direct owner is KSL Advisors Holdings, LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does KSL Advisors get paid?","answer":"KSL Advisors is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}