Allocator Index · CRD 299583

KDK PRIVATE WEALTH MANAGEMENT

Houston, TX · 713-391-8044 · linkedin.com/company/kdk-private-wealth-management

SEC IAPD record ↗

Fit score

88

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=25+10
  • hnw_majority+8
  • employees 3-60+8

HNW clients

63

Other individuals

25

HNW assets

$574.7M

Total AUM

$584.6M

Employees

7

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

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