SEC Form ADV

KDK PRIVATE WEALTH MANAGEMENT

Firm profile: KDK Private Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$584.6M
Assets Under Management
7
Employees
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Registration Details

Accession
crd-299583
Location
HOUSTON, TX
Filing Date
July 10, 2026
AUM
$584.6M
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsOther

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. This data is sourced from the SEC's EDGAR database via Form ADV.