Cdkv Holdings LLC
● SEC registered since 2021CRD 299856SEC# 801-120361Denver, CO
Reg. AUM
$187.5M
Employees
2
Accounts
335
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 $187.5 million in regulatory assets under management and employs 2 people.
Cdkv Holdings LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey M Vader Control | Managing Member | 50-75% | 2018 |
| Daniel Richard Katz Control | Managing Member, Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Cdkv Holdings LLC manage?
Cdkv Holdings LLC reports $187.5 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
| Address | 50 S. Steele Street, Suite 501, Denver, CO 80209 |
| Phone | 720-730-2550 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$187.5M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$187.5Mregulatory AUM
Discretionary $186.8MNon-discretionary $767K