Kdk Private Wealth Management, LLC
● SEC registered since 2021CRD 299583SEC# 801-121062Houston, TX
Ranks #3,676 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$584.6M
Fund GAV
$53.4M
Private funds
5
Employees
8
Accounts
244
Location
Houston, TX
Kdk Private Wealth Management, LLC assets under management
Kdk Private Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2021. It reports $584.6 million in regulatory assets under management and employs 8 people. Kdk Private Wealth Management, LLC manages 5 private funds with combined gross assets of $53.4 million, including Kdk Energy Fund I, LP. By regulatory assets, it ranks 3,676 of 6,004 private fund managers.
Kdk Private Wealth Management, LLC private funds
5 funds · $53.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Kdk Energy Fund I, LP | Other Private | $21.6M | $100K |
| Kdk Real Estate Opportunity Fund I, LP | Real Estate | $15.4M | $100K |
| Kdk Highcrest Opportunities Fund I, LP | Other Private | $8.8M | $100K |
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Join to unlock · $37/moKdk Private Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cgm General Partnership | Shareholder | Under 5% | 2025 |
| Daniel Roberts | Chief Compliance Officer | Under 5% | 2025 |
| Kamden D. Kanaly 1992 Gift Trust Control | Member | Over 75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Kdk Private Wealth Management, LLC manage?
Kdk Private Wealth Management, LLC reports $584.6 million in regulatory assets under management on its Form ADV.
How many private funds does Kdk Private Wealth Management, LLC manage?
Kdk Private Wealth Management, LLC manages 5 private funds with combined gross assets of $53.4 million.
How many employees does Kdk Private Wealth Management, LLC have?
Kdk Private Wealth Management, LLC reports 8 employees.
Where is Kdk Private Wealth Management, LLC located?
Kdk Private Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2021.
Does Kdk Private Wealth Management, LLC disclose fund performance?
Kdk Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$584.6M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
AUM vs fund managersTop 61%
Larger than 39% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$584.6Mregulatory AUM
Discretionary $580.7MNon-discretionary $4M
Fund type mix
Real Estate2
Other Private2
Hedge1
Service providers
Auditor
Administrator