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Cdkv Holdings LLC

● SEC registered since 2021CRD 299856SEC# 801-120361Denver, CO
Export (members)
Reg. AUM
$151.8M
Employees
2
Accounts
303
Location
Denver, CO

Cdkv Holdings LLC assets under management

Cdkv Holdings LLC is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2021. It reports $151.8 million in regulatory assets under management and employs 2 people.

Cdkv Holdings LLC owners & executives

2 reported
NameTitleOwnershipSince
Casey M Vader ControlManaging Member50-75%2018
Daniel Richard Katz ControlManaging Member, Chief Compliance Officer50-75%2018

Frequently asked questions

How much does Cdkv Holdings LLC manage?

Cdkv Holdings LLC reports $151.8 million in regulatory assets under management on its Form ADV.

How many employees does Cdkv Holdings LLC have?

Cdkv Holdings LLC reports 2 employees.

Where is Cdkv Holdings LLC located?

Cdkv Holdings LLC is based in Denver, CO and has been SEC-registered since 2021.

Does Cdkv Holdings LLC disclose fund performance?

Cdkv Holdings LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 S. Steele Street, Suite 501, Denver, CO 80209
Phone720-730-2550
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$151.4M
Non-discretionary$423K
Total (RAUM)$151.8M