| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Kdk Energy Fund I, LP | Other Private | $15.6M | $100K |
| Kdk Real Estate Opportunity Fund I, LP | Real Estate | $12.6M | $100K |
| Kdk Highcrest Opportunities Fund I, LP | Other Private | $7.9M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Cgm General Partnership | Shareholder | Under 5% | 2025 |
| Kamden D. Kanaly 1992 Gift Trust Control | Member | Over 75% | 2018 |
| Kamden Deane Kanaly Control | Manager/Chief Compliance Officer | Under 5% | 2018 |
Kdk Private Wealth Management, LLC reports $478.8 million in regulatory assets under management on its Form ADV.
Kdk Private Wealth Management, LLC manages 5 private funds with combined gross assets of $40.7 million.
Kdk Private Wealth Management, LLC reports 6 employees.
Kdk Private Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2021.
Kdk Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1616 South Voss, Suite 800, Houston, TX 77057 |
| Phone | 713-391-8044 |
| Fax | 713-391-8045 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $474.3M |
| Non-discretionary | $4.5M |
| Total (RAUM) | $478.8M |