Firm profile

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

STAMFORD, CTCRD 123826Latest ADV April 20, 2026

K2/D&S Management Co., L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated April 20, 2026, reports $6.5B in regulatory assets under management, 30 employees, 1 office, and 72 accounts.

Assets Under Management
$6.5B
Employees
30
Offices
1 office
Total Clients
72
Primary office
STAMFORD, CT
100 FIRST STAMFORD PLACE, 5TH FLOOR, STAMFORD, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(203) 348-5252
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCORobin M. Ostlund

Advisory services offered

5 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 69.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
69.4%
50
2
Pension Plans
25.0%
18
3
Investment Cos.
1.4%
1
4
Charitable
1.4%
1
5
Government
1.4%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$6.5Bas of April 20, 2026
Discretionary100.0%
$6.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$6.5B
Total Accounts72
10Y AUM Change$-3.6B (-35.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees30
Clients per Employee2:1
10Y Employee Change-85 (-73.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.