CDK REALTY ADVISORS, LP
Adviser information for CDK REALTY ADVISORS, LP last updated from Form ADV on January 22nd, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-117717 |
|---|---|
| SEC ERA File Number | 802-117717 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 123939 |
| Legal Entity Identifier | None |
Principal Office
3030 FM 3237WIMBERLY
TX
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 214-908-1378, Fax: None
Chief Compliance Officer
KENNETH W. COOLEY
PARTNER, CCO
3030 FM 3237
WIMBERLY
TX
United States
Tel:
214-908-1378
K**@*******************M
(Full email address available in API data)
Industry Affiliates
| CDK REALTY MANAGEMENT, LLC | Sponsor or syndicator of limited partnerships |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CDK MULTIFAMILY I, LLC | Real Estate Fund | $4.8M | $0.0M | 10 |
| CDK STRATEGIC PARTNERS, LLC DBA HARVEST INTERESTS FUND II, LLC | Real Estate Fund | $5.4M | $0.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CDK ADVISORS, LLC | Domestic Entity | – | GENERAL PARTNER | 03/2001 | < 5% |
| COOLEY, KENNETH, WALLACE | Individual | – | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | 03/2001 | 25-50% |
| DONAHUE, JON, HOWARD | Individual | – | LIMITED PARTNER | 03/2001 | 25-50% |
| DONAHUE, JON, HOWARD | Individual | CDK ADVISORS, LLC | MEMBER | 03/2001 | 50-75% |
| COOLEY, KENNETH, WALLACE | Individual | CDK ADVISORS, LLC | MEMBER | 03/2001 | 50-75% |