|
⚲
|
| CDKV Holdings LLC
✚
|
|
|---|---|
| CRD # | 299856 |
| SEC # | 801-120361 |
| CIK # | 0002109928 |
| AUM | $187.5 M (2026-03-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-730-2550 |
| Address | 50 S Steele Street, Suite 501 Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.4 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Nvidia Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 23.4 |
| (b) Individuals (high net worth individuals) | 60 | 159.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 335 | 187.5 |
| By Discretionary | ||
| Discretionary | 322 | 186.8 |
| Non-Discretionary | 13 | 0.8 |
| Total | 335 | 187.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.5 | |
| Total | 335 | 187.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109928] |
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