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| KDK Private Wealth Management LLC
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| CRD # | 299583 |
| SEC # | 801-121062 |
| CIK # | 0001776910 |
| AUM | 584.6 M (2026-04-29) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 713-391-8044 |
| Address | 1616 South Voss Houston, TX 77057 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Enterprise Products Partners L P | 29.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.1 | ||
| Fidelity Ethereum Fund | 2.9 | ||
| Apple Inc | 2.1 | ||
| Halliburton Co | 1.1 | ||
| SCBT Financial Corp | 1.0 | ||
| Newmark Group Inc | 0.9 | ||
| Chevron Corp | 0.8 | ||
| Flame Acquisition Corp | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | KDK Marble V CE Fund LP | [2025-08-27] | 12.7 M | 1.0 M |
| Offered $30,000,000 · Filed 2025-06-05 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $17,300,000 · Duration More than one year · Net Assets Not Applicable | ||||
| HF | KDK 59 NC LP | 2025-03-27 | 6.7 M | |
| Other | KDK Energy Fund I LP | 2024-03-27 | 21.6 M | |
| Other | KDK Highcrest Opportunities Fund I LP | 2024-03-27 | 8.8 M | |
| RE | KDK Real Estate Opportunity Fund I LP | 2024-03-27 | 15.4 M | |
| RE | KDK Real Estate Opportunity Fund | 2023-03-29 | 7.3 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 7.4 |
| (b) Individuals (high net worth individuals) | 63 | 574.7 |
| (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 | 0.0 |
| (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 | 7 | 2.5 |
| Total | 244 | 584.6 |
| By Discretionary | ||
| Discretionary | 229 | 580.7 |
| Non-Discretionary | 15 | 4.0 |
| Total | 244 | 584.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 584.6 | |
| Total | 244 | 584.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kamden Kanaly | Director | 6 | 2 | |
| Christie Kennimer | Director | 5 | 2 | |
| Chris Graf | Director | 5 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001776910] | |
| D | [0001776910] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Real Estate |
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