|
⚲
|
| CDKV Holdings LLC
✚
| |
|---|---|
| CRD # | 299856 |
| SEC # | 801-120361 |
| CIK # | |
| AUM | $147.7 MM (2024-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-730-2550 |
| Address | 50 S Steele Street, Suite 501 Denver, CO 80209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 17.8 |
| (b) Individuals (high net worth individuals) | 50 | 116.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 289 | 147.7 |
| By Discretionary | ||
| Discretionary | 288 | 147.5 |
| Non-Discretionary | 1 | 0.2 |
| Total | 289 | 147.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.7 | |
| Total | 289 | 147.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sky-Mountain Capital Management Inc
✚
|
ID | 0.1 |
|
The Private Investment Group Inc
✚
|
OH | 0.1 |
|
Keith Hamilton Inc
✚
|
CA | 0.1 |
|
Aqua Advisors LLC
✚
|
FL | 0.1 |
|
Daner Wealth Management LLC
✚
|
GA | 0.1 |
|
Martin Fleisher JD PC
✚
|
NY | 0.1 |
|
Scott Marsh Financial LLC
✚
|
UT | 0.1 |
|
Yardley Wealth Management LLC
✚
|
PA | 0.1 |
|
Seed Wealth Management Inc
✚
|
IL | 0.1 |
|
Finaport Asset Management AG
✚
|
0.1 |