KDK PRIVATE WEALTH MANAGEMENT
KDK PRIVATE WEALTH MANAGEMENT, LLC Legal Name
Adviser information for KDK PRIVATE WEALTH MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 186 | $355.7M |
| Non-Discretionary | 6 | $4.1M |
| Total | 192 | $359.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 22 | $5.8M |
| HNW Individuals | 50 | $351.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 5 | $2.4M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)REPORTING SERVICES |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-121062 |
|---|---|
| SEC ERA File Number | 801-121062 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299583 |
| Legal Entity Identifier | None |
Principal Office
1616 SOUTH VOSSSUITE 800
HOUSTON
TX
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 713-391-8044, Fax: 713-391-8045
Chief Compliance Officer
KAMDEN D. KANALY
CEO & CHAIRMAN
1616 SOUTH VOSS
SUITE 800
HOUSTON
TX
United States
Tel:
832-924-6431
K******@*********M
(Full email address available in API data)
Regulatory Contact
CHRISTIE KENNIMER
VICE PRESIDENT
1616 SOUTH VOSS
SUITE 800
HOUSTON
TX
United States
Tel:
832-924-6408
C********@*********M
(Full email address available in API data)
Industry Affiliates
| KAMDEN DEANE KANALY | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| KDK ENERGY FUND I, LP | ENERGY FUND | $2.7M | $0.1M | 12 |
| KDK HIGHCREST OPPORTUNITIES FUND I, LP | PRIVATE CREDIT FUND | $4.0M | $0.1M | 20 |
| KDK REAL ESTATE OPPORTUNITY FUND I, LP | Real Estate Fund | $10.6M | $0.1M | 36 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KANALY, KAMDEN, DEANE | Individual | – | MANAGER/CHIEF COMPLIANCE OFFICER | 05/2018 | < 5% |
| KAMDEN D. KANALY 1992 GIFT TRUST | Domestic Entity | – | MEMBER | 09/2018 | > 75% |
| KANALY, KAMDEN, DEANE | Individual | KAMDEN D. KANALY 1992 GIFT TRUST | TRUSTEE | 05/2018 | > 75% |