Kwk Management LLC
● SEC registered since 2005CRD 131097SEC# 801-64987Houston, TX
Ranks #4,957 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$227.6M
Fund GAV
$263.3M
Private funds
2
Employees
7
Accounts
3
Location
Houston, TX
About Kwk Management
KWK Management is an SEC-registered investment adviser managing funds for qualified investors, including flagship KWK Partners LP. It runs a relative-value fixed income strategy focused on a niche MBS/CMO sub-sector, seeking total return with capital preservation using primarily GSE or AAA-rated exposures.
Summary based on the firm’s website.
Kwk Management LLC assets under management
Kwk Management LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2005. It reports $227.6 million in regulatory assets under management and employs 7 people. Kwk Management LLC manages 2 private funds with combined gross assets of $263.3 million, including Kwk Partners, LP. By regulatory assets, it ranks 4,957 of 5,974 private fund managers.
Kwk Management LLC private funds
2 funds · $263.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Kwk Partners, LP | Hedge | $258.4M | $500K |
| Kwk Special Situations 1, LP | Hedge | $4.9M | $250K |
Kwk Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Kim Supancheck Weiss | Compliance Consultant | Under 5% | 2005 |
| Christian Kelley | Chief Compliance Officer | Under 5% | 2026 |
| Douglas James Brown | Portfolio Manager | Under 5% | 1998 |
| Kraig Adam Kupiec Control | Partner, Coo, Cfo | 25-50% | 1996 |
| Kurtis William Kupiec Control | Managing Member, President | 25-50% | 1995 |
| Seth Michael Patterson Control | Chief Investment Officer | 25-50% | 2023 |
Frequently asked questions
How much does Kwk Management LLC manage?
Kwk Management LLC reports $227.6 million in regulatory assets under management on its Form ADV.
How many private funds does Kwk Management LLC manage?
Kwk Management LLC manages 2 private funds with combined gross assets of $263.3 million.
How many employees does Kwk Management LLC have?
Kwk Management LLC reports 7 employees.
Where is Kwk Management LLC located?
Kwk Management LLC is based in Houston, TX and has been SEC-registered since 2005.
Does Kwk Management LLC disclose fund performance?
Kwk Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 952 Echo Lane, Suite 250, Houston, TX 77024 |
| Phone | 346-396-0300 |
| Fax | 310-536-8677 |
| Office hours | 7:00 a.m. To 3:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.6M▲ 1%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,369 advisers
AUM vs fund managersTop 83%
Larger than 17% of 5,974 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$227.6Mregulatory AUM
Discretionary $227.6M
Service providers
Auditor
Prime broker
Custodian
Administrator