KDK PRIVATE WEALTH MANAGEMENT

Registration Details

Accession

CRD-299583

Location

HOUSTON, TX

Filing Date

April 29, 2026

AUM

$584.6M

Total Clients

244

Amendment

No

SEC EDGAR

View original filing →

Investment Strategies

Private Funds

5 private funds reported on Form ADV Schedule D 7.B.1, $53.4M in combined gross assets.

• KDK ENERGY FUND I, LPOther Private Fund$21.6M
• KDK REAL ESTATE OPPORTUNITY FUND I, LPReal Estate Fund$15.4M
• KDK HIGHCREST OPPORTUNITIES FUND I, LPOther Private Fund$8.8M
• KDK 59 NC, LPHedge Fund$6.7M
• KDK MARBLE V CE FUND, LPReal Estate Fund$995K

About this Adviser

KDK PRIVATE WEALTH MANAGEMENT is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $584.6M in assets across 244 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.