The KDK PRIVATE WEALTH MANAGEMENT is a privately held investment adviser that advises $635.54mn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. KDK PRIVATE WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 501.5% over the last 5-years.
The Group has been registered with the SEC for 7.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1616 SOUTH VOSS SUITE 800, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 3 investment and 4 non-investment staff. The total number of Employees increased by 133.33% over the last 5-years.
Their $635.54mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $574.71mn or 90.43% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $53.43mn or 8.41% of Total Assets.
The Group's top investment strategies include Real Estate, Commodities and Multi Strat, representing 41.27%, 40.4% and 18.33% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
KDK PRIVATE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.