KDI CAPITAL PARTNERS, LLC
KDI CAPITAL PARTNERS, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 137092). Regulatory assets under management: $349.7M.
Registration
- CRD: 137092
- SEC file number: 801-74248
- Type: Registered investment adviser
- Location: 4101 LAKE BOONE TRAIL, STE 109, RALEIGH, NC, 27607
- Phone: 919-573-4124
- Latest filing: 2021-05-21
- Regulatory AUM: $349.7M
- Discretionary AUM: $349.7M
- Clients: 6
- Accounts: 53
Officers, owners & control persons (5)
| Name | Role | Location |
|---|
| KELLY WILLIAM MICHAEL | MEMBER | — |
| FOX ROBERT MICHAEL | MANAGING MEMBER; MANAGING MEMBER, CHIEF OPERATING OFFICER | — |
| MAYNARD JAMES HAYWOOD | SHAREHOLDER, CHAIRMAN, INVESTORS MANAGEMENT CORPORATION CLASS A VOTING STOCK; SHAREHOLDER, INVESTORS MANAGEMENT CORPORATION CLASS A VOTING STOCK | — |
| DALTON BETH POWELL | CHIEF COMPLIANCE OFFICER | — |
| DAY JOHN MICHAEL | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | — |
Private funds (2)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| OUTSTANDING BUSINESSES LIMITED PARTNERSHIP | Hedge Fund | — | 45 | $112.6M | $250K |
| FINANCIAL ASCENT TE LIMITED PARTNERSHIP | Hedge Fund | — | 11 | $48.2M | $250K |
Fund service providers (1)
- administrator: FAIRVIEW INVESTMENT SERVICES — 2 funds
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